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Cornerstone Wealth Group’s S&P Global SPGI Stock Holding History

Cornerstone Wealth Group’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 		$5.4M Sell
12,134
-285
-2% -$132K 0.35% 83
2025
Q4 		$6.49M Buy
12,419
+11,842
+2,052% +$5.86M 0.44% 66
2025
Q3 		$281K Hold
577
– – 0.02% 276
2025
Q2 		$304K Buy
577
+43
+8% +$21.5K 0.02% 243
2025
Q1 		$271K Sell
534
-195
-27% -$99.6K 0.02% 237
2024
Q4 		$363K Sell
729
-93
-11% -$47.2K 0.03% 192
2024
Q3 		$425K Buy
822
+20
+2% +$9.9K 0.04% 179
2024
Q2 		$358K Buy
+802
New +$344K 0.03% 184

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cornerstone Wealth Group's SPGI Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its S&P Global (SPGI) stake by 2.3% in Q1 2026, selling an estimated $132K and leaving 12,134 shares worth $5.4M. The position accounts for 0.35% of the portfolio, ranked #83.

Cornerstone Wealth Group first reported a position in SPGI in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.49M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Cornerstone Wealth Group held 12,134 shares of S&P Global worth $5.4M as of Q1 2026.
  • Cornerstone Wealth Group sold 285 S&P Global shares in Q1 2026, an estimated $132K.
  • S&P Global made up 0.35% of Cornerstone Wealth Group's portfolio in Q1 2026, its #83 holding.
  • Cornerstone Wealth Group first reported a position in S&P Global in Q2 2024 and has held it in 8 quarters since.
  • Cornerstone Wealth Group's S&P Global position peaked at $6.49M in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.