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Brown Miller Wealth Management’s S&P Global SPGI Stock Holding History

Brown Miller Wealth Management’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
-393
Closed -$205K – 201
2025
Q4 		$205K Buy
+393
New +$194K 0.06% 190

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Miller Wealth Management's SPGI Position: Q1 2026 in Review

Brown Miller Wealth Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 393 shares — an estimated $205K sold.

Brown Miller Wealth Management first reported a position in SPGI in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 2,114 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Brown Miller Wealth Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Brown Miller Wealth Management sold 393 S&P Global shares in Q1 2026, an estimated $205K.
  • Brown Miller Wealth Management first reported a position in S&P Global in Q4 2025 and held it in 1 quarter.
  • Brown Miller Wealth Management's S&P Global position peaked at $205K in Q4 2025.
  • 2,114 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Brown Miller Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.