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Burling Wealth Partners’s S&P Global SPGI Stock Holding History

Burling Wealth Partners’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 		$290K Sell
681
-902
-57% -$419K 0.05% 153
2025
Q4 		$827K Sell
1,583
-182
-10% -$90.1K 0.13% 107
2025
Q3 		$859K Sell
1,765
-393
-18% -$210K 0.14% 101
2025
Q2 		$1.14M Sell
2,158
-278
-11% -$139K 0.21% 90
2025
Q1 		$1.24M Sell
2,436
-82
-3% -$41.9K 0.26% 87
2024
Q4 		$1.25M Buy
+2,518
New +$1.28M 0.26% 88

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Burling Wealth Partners's SPGI Position: Q1 2026 in Review

Burling Wealth Partners reduced its S&P Global (SPGI) stake by 57% in Q1 2026, selling an estimated $419K and leaving 681 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #153.

Burling Wealth Partners first reported a position in SPGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.25M in Q4 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Burling Wealth Partners held 681 shares of S&P Global worth $290K as of Q1 2026.
  • Burling Wealth Partners sold 902 S&P Global shares in Q1 2026, an estimated $419K.
  • S&P Global made up 0.05% of Burling Wealth Partners's portfolio in Q1 2026, its #153 holding.
  • Burling Wealth Partners first reported a position in S&P Global in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's S&P Global position peaked at $1.25M in Q4 2024.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.