Delap Wealth Advisory
SPGI icon

Delap Wealth Advisory’s S&P Global SPGI Stock Holding History

Delap Wealth Advisory’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
Q3 		– Sell
-183
Closed -$74.4K – 90
2026
Q2 		$74.4K Buy
+183
New +$77.3K 0.03% 90
2024
Q2 		– Sell
-483
Closed -$205K – 263
2024
Q1 		$205K Buy
+483
New +$209K 0.08% 240

Other funds holding SPGI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Delap Wealth Advisory's SPGI Position: Q3 2026 in Review

Delap Wealth Advisory sold out of S&P Global (SPGI) in Q3 2026, closing a stake of 183 shares — an estimated $74.4K sold.

Delap Wealth Advisory first reported a position in SPGI in Q1 2024 and held it in 2 quarters. The position peaked at $205K in Q1 2024. 1,683 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Delap Wealth Advisory reported no remaining S&P Global position as of Q3 2026 after selling out during the quarter.
  • Delap Wealth Advisory sold 183 S&P Global shares in Q3 2026, an estimated $74.4K.
  • Delap Wealth Advisory first reported a position in S&P Global in Q1 2024 and held it in 2 quarters.
  • Delap Wealth Advisory's S&P Global position peaked at $205K in Q1 2024.
  • 1,683 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.