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

Diversify 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
Q2 		$1.04M Sell
2,364
-121
-5% -$51.1K 0.02% 616
2026
Q1 		$1.08M Buy
2,485
+1,832
+281% +$851K 0.02% 574
2025
Q4 		$354K Buy
+653
New +$323K 0.02% 507

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 $3.38T AUM 44.17% 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

Diversify Wealth Management's SPGI Position: Q2 2026 in Review

Diversify Wealth Management reduced its S&P Global (SPGI) stake by 4.9% in Q2 2026, selling an estimated $51.1K and leaving 2,364 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #616.

Diversify Wealth Management first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.08M in Q1 2026. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Diversify Wealth Management held 2,364 shares of S&P Global worth $1.04M as of Q2 2026.
  • Diversify Wealth Management sold 121 S&P Global shares in Q2 2026, an estimated $51.1K.
  • S&P Global made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #616 holding.
  • Diversify Wealth Management first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Diversify Wealth Management's S&P Global position peaked at $1.08M in Q1 2026.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.