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

Copia 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 		$7.74K Hold
19
– – ﹤0.01% 369
2026
Q1 		$8.08K Hold
19
– – 0.01% 338
2025
Q4 		$9.93K Hold
19
– – 0.01% 324
2025
Q3 		$9.25K Hold
19
– – 0.01% 321
2025
Q2 		$10K Hold
19
– – 0.01% 285
2025
Q1 		$9.65K Hold
19
– – 0.01% 280
2024
Q4 		$9.46K Buy
+19
New +$9.64K 0.01% 267

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

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

Copia Wealth Management held its S&P Global (SPGI) position steady in Q2 2026 at 19 shares worth $7.74K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Copia Wealth Management first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $10K in Q2 2025. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Copia Wealth Management held 19 shares of S&P Global worth $7.74K as of Q2 2026.
  • Copia Wealth Management left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #369 holding.
  • Copia Wealth Management first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's S&P Global position peaked at $10K in Q2 2025.
  • 2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.