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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
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 $6.73T 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

Delap Wealth Advisory's SPGI Position: Q2 2026 in Review

Delap Wealth Advisory opened a new position in S&P Global (SPGI) in Q2 2026: 183 shares worth $74.4K. The stake represents 0.03% of the portfolio and ranks #90 among its holdings. This is a return to the name: Delap Wealth Advisory previously reported a position in SPGI as recently as Q1 2024.

Delap Wealth Advisory first reported a position in SPGI in Q1 2024 and has held it in 2 quarters since. The position peaked at $205K in Q1 2024. 2,024 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Delap Wealth Advisory held 183 shares of S&P Global worth $74.4K as of Q2 2026.
  • S&P Global was a new Delap Wealth Advisory position in Q2 2026.
  • S&P Global made up 0.03% of Delap Wealth Advisory's portfolio in Q2 2026, its #90 holding.
  • Delap Wealth Advisory first reported a position in S&P Global in Q1 2024 and has held it in 2 quarters since.
  • Delap Wealth Advisory's S&P Global position peaked at $205K in Q1 2024.
  • 2,024 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.