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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
Q2 		$305K Buy
749
+68
+10% +$28.7K 0.04% 160
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Burling Wealth Partners's SPGI Position: Q2 2026 in Review

Burling Wealth Partners increased its S&P Global (SPGI) stake by 10% in Q2 2026, buying an estimated $28.7K and bringing the position to 749 shares worth $305K. The position accounts for 0.04% of the portfolio, ranked #160.

Burling Wealth Partners first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.25M in Q4 2024. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Burling Wealth Partners held 749 shares of S&P Global worth $305K as of Q2 2026.
  • Burling Wealth Partners bought 68 S&P Global shares in Q2 2026, an estimated $28.7K.
  • S&P Global made up 0.04% of Burling Wealth Partners's portfolio in Q2 2026, its #160 holding.
  • Burling Wealth Partners first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
  • Burling Wealth Partners's S&P Global position peaked at $1.25M in Q4 2024.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.