Elite Life Management’s S&P Global SPGI Stock Holding History

Elite Life 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	–	Sell	-491	Closed	-$206K	–	63
2026 Q1	$206K	Buy	491 +24	+5%	+$11.1K	0.26%	54
2025 Q4	$205K	Buy	+467	New	+$231K	0.33%	52

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Elite Life Management's SPGI Position: Q2 2026 in Review

Elite Life Management sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 491 shares — an estimated $206K sold.

Elite Life Management first reported a position in SPGI in Q4 2025 and held it in 2 quarters. The position peaked at $206K in Q1 2026. 2,019 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Elite Life Management reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
Elite Life Management sold 491 S&P Global shares in Q2 2026, an estimated $206K.
Elite Life Management first reported a position in S&P Global in Q4 2025 and held it in 2 quarters.
Elite Life Management's S&P Global position peaked at $206K in Q1 2026.
2,019 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Elite Life Management's 13F filing for Q2 2026, filed 6 Aug 2026.