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Clark Wealth Partners’s S&P Global SPGI Stock Holding History

Clark 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 		$6.11K Hold
15
– – ﹤0.01% 283
2026
Q1 		$6.38K Hold
15
– – ﹤0.01% 304
2025
Q4 		$7.84K Hold
15
– – ﹤0.01% 272
2025
Q3 		$7.84K Buy
+15
New +$8.03K ﹤0.01% 272
2025
Q2 		– Sell
-16
Closed -$8.13K – 624
2025
Q1 		$8.13K Hold
16
– – 0.01% 216
2024
Q4 		$7.97K Buy
+16
New +$8.12K 0.01% 189

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Clark Wealth Partners held its S&P Global (SPGI) position steady in Q2 2026 at 15 shares worth $6.11K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Clark Wealth Partners first reported a position in SPGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.13K in Q1 2025. 1,906 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Clark Wealth Partners held 15 shares of S&P Global worth $6.11K as of Q2 2026.
  • Clark Wealth Partners left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #283 holding.
  • Clark Wealth Partners first reported a position in S&P Global in Q4 2024 and has held it in 6 quarters since.
  • Clark Wealth Partners's S&P Global position peaked at $8.13K in Q1 2025.
  • 1,906 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.