CWM
SPGI icon

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

Circle 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
Q2 		$1.53M Buy
3,749
+1,391
+59% +$587K 0.02% 118
2026
Q1 		$1M Buy
2,358
+782
+50% +$363K 0.01% 140
2025
Q4 		$824K Buy
1,576
+26
+2% +$12.9K 0.01% 154
2025
Q3 		$754K Buy
1,550
+328
+27% +$176K 0.01% 145
2025
Q2 		$644K Sell
1,222
-48
-4% -$24K 0.01% 149
2025
Q1 		$645K Buy
1,270
+10
+0.8% +$5.11K 0.01% 149
2024
Q4 		$628K Buy
1,260
+17
+1% +$8.63K 0.01% 151
2024
Q3 		$642K Sell
1,243
-153
-11% -$75.7K 0.01% 150
2024
Q2 		$622K Sell
1,396
-308
-18% -$132K 0.01% 139
2024
Q1 		$725K Buy
1,704
+89
+6% +$38.6K 0.02% 122
2023
Q4 		$712K Sell
1,615
-155
-9% -$61.2K 0.02% 114
2023
Q3 		$647K Buy
1,770
+284
+19% +$112K 0.02% 116
2023
Q2 		$596K Sell
1,486
-4
-0.3% -$1.46K 0.08% 91
2023
Q1 		$514K Sell
1,490
-11
-0.7% -$3.87K 0.07% 95
2022
Q4 		$503K Buy
1,501
+29
+2% +$9.56K 0.08% 98
2022
Q3 		$449K Sell
1,472
-19
-1% -$6.8K 0.07% 107
2022
Q2 		$502K Sell
1,491
-6
-0.4% -$2.14K 0.08% 98
2022
Q1 		$614K Buy
1,497
+154
+11% +$62.7K 0.08% 108
2021
Q4 		$634K Sell
1,343
-317
-19% -$145K 0.08% 105
2021
Q3 		$705K Sell
1,660
-257
-13% -$111K 0.1% 91
2021
Q2 		$787K Buy
1,917
+320
+20% +$123K 0.11% 92
2021
Q1 		$564K Sell
1,597
-445
-22% -$148K 0.09% 101
2020
Q4 		$671K Buy
2,042
+410
+25% +$138K 0.1% 116
2020
Q3 		$588K Buy
1,632
+96
+6% +$33.9K 0.1% 103
2020
Q2 		$506K Buy
1,536
+620
+68% +$186K 0.09% 105
2020
Q1 		$224K Sell
916
-20
-2% -$5.49K 0.04% 169
2019
Q4 		$256K Buy
+936
New +$243K 0.04% 153

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

Circle Wealth Management's SPGI Position: Q2 2026 in Review

Circle Wealth Management increased its S&P Global (SPGI) stake by 59% in Q2 2026, buying an estimated $587K and bringing the position to 3,749 shares worth $1.53M. The position accounts for 0.02% of the portfolio, ranked #118.

Circle Wealth Management first reported a position in SPGI in Q4 2019 and has held it in 27 quarters since. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Circle Wealth Management held 3,749 shares of S&P Global worth $1.53M as of Q2 2026.
  • Circle Wealth Management bought 1,391 S&P Global shares in Q2 2026, an estimated $587K.
  • S&P Global made up 0.02% of Circle Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Circle Wealth Management first reported a position in S&P Global in Q4 2019 and has held it in 27 quarters since.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.