BIP Wealth’s S&P Global SPGI Stock Holding History

BIP Wealth’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-649	Closed	-$339K	–	481
2025 Q4	$339K	Buy	649 +218	+51%	+$108K	0.01%	349
2025 Q3	$210K	Buy	+431	New	+$231K	0.01%	293

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BIP Wealth's SPGI Position: Q1 2026 in Review

BIP Wealth sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 649 shares — an estimated $339K sold.

BIP Wealth first reported a position in SPGI in Q3 2025 and held it in 2 quarters. The position peaked at $339K in Q4 2025. 2,114 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

BIP Wealth reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
BIP Wealth sold 649 S&P Global shares in Q1 2026, an estimated $339K.
BIP Wealth first reported a position in S&P Global in Q3 2025 and held it in 2 quarters.
BIP Wealth's S&P Global position peaked at $339K in Q4 2025.
2,114 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.