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

Destination 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 Q1	$330K	Sell	776 -21	-3%	-$9.75K	0.01%	248
2025 Q4	$417K	Buy	797 +29	+4%	+$14.3K	0.01%	217
2025 Q3	$374K	Sell	768 -194	-20%	-$104K	0.01%	208
2025 Q2	$507K	Buy	962 +157	+20%	+$78.4K	0.01%	171
2025 Q1	$409K	Buy	805 +56	+7%	+$28.6K	0.01%	179
2024 Q4	$373K	Hold	749	–	–	0.01%	185
2024 Q3	$387K	Sell	749 -13	-2%	-$6.43K	0.01%	180
2024 Q2	$340K	Sell	762 -4	-0.5%	-$1.72K	0.01%	167
2024 Q1	$326K	Buy	+766	New	+$332K	0.01%	166
2019 Q2	–	Sell	-16	Closed	-$3K	–	724
2019 Q1	$3K	Buy	+16	New	+$3.1K	﹤0.01%	576

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

Destination Wealth Management's SPGI Position: Q1 2026 in Review

Destination Wealth Management reduced its S&P Global (SPGI) stake by 2.6% in Q1 2026, selling an estimated $9.75K and leaving 776 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #248.

Destination Wealth Management first reported a position in SPGI in Q1 2019 and has held it in 10 quarters since. The position peaked at $507K in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Destination Wealth Management held 776 shares of S&P Global worth $330K as of Q1 2026.
Destination Wealth Management sold 21 S&P Global shares in Q1 2026, an estimated $9.75K.
S&P Global made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #248 holding.
Destination Wealth Management first reported a position in S&P Global in Q1 2019 and has held it in 10 quarters since.
Destination Wealth Management's S&P Global position peaked at $507K in Q2 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.