Delos Wealth Advisors’s S&P Global SPGI Stock Holding History

Delos Wealth Advisors’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	$4.25K	Hold	10	–	–	﹤0.01%	216
2025 Q4	$5.23K	Hold	10	–	–	﹤0.01%	197
2025 Q3	$4.87K	Hold	10	–	–	﹤0.01%	212
2025 Q2	$5.27K	Buy	+10	New	+$4.99K	﹤0.01%	199
2024 Q3	–	Sell	-45	Closed	-$20.1K	–	335
2024 Q2	$20.1K	Hold	45	–	–	0.02%	97
2024 Q1	$19.1K	Buy	45 +44	+4,400%	+$19.1K	0.02%	96
2023 Q4	$441	Hold	1	–	–	﹤0.01%	270
2023 Q3	$391	Hold	1	–	–	﹤0.01%	313
2023 Q2	$401	Hold	1	–	–	﹤0.01%	312
2023 Q1	$345	Hold	1	–	–	﹤0.01%	331
2022 Q4	$335	Hold	1	–	–	﹤0.01%	339
2022 Q3	$0	Buy	+1	New	+$358	﹤0.01%	372
2022 Q1	–	Sell	-21	Closed	-$10K	–	404
2021 Q4	$10K	Buy	+21	New	+$9.61K	0.01%	219

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Delos Wealth Advisors's SPGI Position: Q1 2026 in Review

Delos Wealth Advisors held its S&P Global (SPGI) position steady in Q1 2026 at 10 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Delos Wealth Advisors first reported a position in SPGI in Q4 2021 and has held it in 13 quarters since. The position peaked at $20.1K in Q2 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Delos Wealth Advisors held 10 shares of S&P Global worth $4.25K as of Q1 2026.
Delos Wealth Advisors left its S&P Global share count unchanged in Q1 2026.
S&P Global made up ﹤0.01% of Delos Wealth Advisors's portfolio in Q1 2026, its #216 holding.
Delos Wealth Advisors first reported a position in S&P Global in Q4 2021 and has held it in 13 quarters since.
Delos Wealth Advisors's S&P Global position peaked at $20.1K in Q2 2024.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.