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

Cherry Tree 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
Q1 		$1.06K Hold
3
– – ﹤0.01% 536
2025
Q4 		$1.31K Hold
3
– – ﹤0.01% 533
2025
Q3 		$1.22K Hold
3
– – ﹤0.01% 535
2025
Q2 		$1.32K Sell
3
-51
-94% -$25.5K ﹤0.01% 545
2025
Q1 		$27.2K Buy
54
+10
+23% +$5.11K 0.01% 308
2024
Q4 		$21.7K Hold
44
– – 0.01% 331
2024
Q3 		$22.5K Hold
44
– – 0.01% 327
2024
Q2 		$19.4K Buy
44
+26
+144% +$11.2K ﹤0.01% 332
2024
Q1 		$7.45K Buy
18
+8
+80% +$3.47K ﹤0.01% 405
2023
Q4 		$4.18K Hold
10
– – ﹤0.01% 446
2023
Q3 		$3.47K Hold
10
– – ﹤0.01% 443
2023
Q2 		$3.81K Buy
+10
New +$3.65K ﹤0.01% 437

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cherry Tree Wealth Management's SPGI Position: Q1 2026 in Review

Cherry Tree Wealth Management held its S&P Global (SPGI) position steady in Q1 2026 at 3 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Cherry Tree Wealth Management first reported a position in SPGI in Q2 2023 and has held it in 12 quarters since. The position peaked at $27.2K in Q1 2025. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Cherry Tree Wealth Management held 3 shares of S&P Global worth $1.06K as of Q1 2026.
  • Cherry Tree Wealth Management left its S&P Global share count unchanged in Q1 2026.
  • S&P Global made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #536 holding.
  • Cherry Tree Wealth Management first reported a position in S&P Global in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's S&P Global position peaked at $27.2K in Q1 2025.
  • 2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.