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Channel Wealth’s S&P Global SPGI Stock Holding History

Channel Wealth’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 		$316K Sell
776
-31
-4% -$13.1K 0.07% 146
2026
Q1 		$343K Buy
+807
New +$375K 0.08% 126
2023
Q3 		– Sell
-3,027
Closed -$1.21M – 194
2023
Q2 		$1.21M Buy
3,027
+796
+36% +$291K 0.7% 45
2023
Q1 		$769K Buy
+2,231
New +$785K 0.5% 69

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 $3.37T AUM 44.26% 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

Channel Wealth's SPGI Position: Q2 2026 in Review

Channel Wealth reduced its S&P Global (SPGI) stake by 3.8% in Q2 2026, selling an estimated $13.1K and leaving 776 shares worth $316K. The position accounts for 0.07% of the portfolio, ranked #146.

Channel Wealth first reported a position in SPGI in Q1 2023 and has held it in 4 quarters since. The position peaked at $1.21M in Q2 2023. 2,023 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Channel Wealth held 776 shares of S&P Global worth $316K as of Q2 2026.
  • Channel Wealth sold 31 S&P Global shares in Q2 2026, an estimated $13.1K.
  • S&P Global made up 0.07% of Channel Wealth's portfolio in Q2 2026, its #146 holding.
  • Channel Wealth first reported a position in S&P Global in Q1 2023 and has held it in 4 quarters since.
  • Channel Wealth's S&P Global position peaked at $1.21M in Q2 2023.
  • 2,023 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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