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Carolinas Wealth Consulting’s S&P Global SPGI Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-93
Closed -$47.1K – 808
2025
Q1 		$47.1K Buy
93
+1
+1% +$511 0.01% 361
2024
Q4 		$45.7K Sell
92
-3
-3% -$1.52K 0.01% 376
2024
Q3 		$49K Buy
95
+5
+6% +$2.47K 0.01% 367
2024
Q2 		$40K Buy
90
+1
+1% +$429 0.01% 392
2024
Q1 		$38.1K Buy
89
+1
+1% +$433 0.01% 416
2023
Q4 		$38.9K Buy
88
+15
+21% +$5.92K 0.01% 369
2023
Q3 		$25.6K Buy
73
+1
+1% +$393 0.01% 394
2023
Q2 		$29K Sell
72
-1
-1% -$365 0.01% 421
2023
Q1 		$25.2K Buy
73
+10
+16% +$3.52K 0.01% 454
2022
Q4 		$21.1K Buy
63
+8
+15% +$2.64K ﹤0.01% 486
2022
Q3 		$17K Sell
55
-1
-2% -$358 ﹤0.01% 471
2022
Q2 		$19K Sell
56
-1
-2% -$356 ﹤0.01% 464
2022
Q1 		$23K Hold
57
– – 0.01% 460
2021
Q4 		$27K Buy
57
+50
+714% +$22.9K 0.01% 440
2021
Q3 		$3K Hold
7
– – ﹤0.01% 759
2021
Q2 		$3K Hold
7
– – ﹤0.01% 779
2021
Q1 		$2K Sell
7
-3
-30% -$998 ﹤0.01% 834
2020
Q4 		$3K Sell
10
-6
-38% -$2.02K ﹤0.01% 719
2020
Q3 		$6K Buy
16
+7
+78% +$2.47K ﹤0.01% 551
2020
Q2 		$3K Buy
+9
New +$2.71K ﹤0.01% 465

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Carolinas Wealth Consulting's SPGI Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of S&P Global (SPGI) in Q2 2025, closing a stake of 93 shares — an estimated $47.1K sold.

Carolinas Wealth Consulting first reported a position in SPGI in Q2 2020 and held it in 20 quarters. The position peaked at $49K in Q3 2024. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining S&P Global position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 93 S&P Global shares in Q2 2025, an estimated $47.1K.
  • Carolinas Wealth Consulting first reported a position in S&P Global in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's S&P Global position peaked at $49K in Q3 2024.
  • 2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.