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

Bullock 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 Q2	$1.68K	Hold	4	–	–	﹤0.01%	556
2026 Q1	$1.71K	Sell	4 -1,231	-100%	-$572K	﹤0.01%	563
2025 Q4	$645K	Buy	1,235 +53	+4%	+$26.2K	0.32%	77
2025 Q3	$569K	Sell	1,182 -2	-0.2%	-$1.07K	0.28%	84
2025 Q2	$627K	Buy	1,184 +9	+0.8%	+$4.49K	0.33%	74
2025 Q1	$600K	Buy	1,175 +13	+1%	+$6.64K	0.34%	71
2024 Q4	$579K	Sell	1,162 -67	-5%	-$34K	0.34%	66
2024 Q3	$629K	Buy	1,229 +48	+4%	+$23.8K	0.38%	68
2024 Q2	$527K	Buy	1,181 +114	+11%	+$48.9K	0.35%	74
2024 Q1	$456K	Buy	+1,067	New	+$462K	0.31%	81

Other funds holding SPGI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bullock Wealth Management's SPGI Position: Q2 2026 in Review

Bullock Wealth Management held its S&P Global (SPGI) position steady in Q2 2026 at 4 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Bullock Wealth Management first reported a position in SPGI in Q1 2024 and has held it in 10 quarters since. The position peaked at $645K in Q4 2025. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Bullock Wealth Management held 4 shares of S&P Global worth $1.68K as of Q2 2026.
Bullock Wealth Management left its S&P Global share count unchanged in Q2 2026.
S&P Global made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #556 holding.
Bullock Wealth Management first reported a position in S&P Global in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's S&P Global position peaked at $645K in Q4 2025.
2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.