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

EPG 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	$1.04M	Sell	2,450 -73	-3%	-$33.9K	0.28%	99
2025 Q4	$1.32M	Buy	2,523 +53	+2%	+$26.2K	0.36%	77
2025 Q3	$1.2M	Buy	2,470 +311	+14%	+$167K	0.33%	87
2025 Q2	$1.14M	Buy	2,159 +129	+6%	+$64.4K	0.34%	88
2025 Q1	$1.03M	Buy	2,030 +196	+11%	+$100K	0.29%	102
2024 Q4	$914K	Buy	+1,834	New	+$931K	0.24%	114
2023 Q4	–	Sell	-1,935	Closed	-$707K	–	445
2023 Q3	$707K	Buy	1,935 +194	+11%	+$76.3K	0.21%	119
2023 Q2	$698K	Buy	1,741 +90	+5%	+$32.9K	0.21%	119
2023 Q1	$569K	Buy	1,651 +1,010	+158%	+$355K	0.18%	132
2022 Q4	$215K	Buy	+641	New	+$211K	0.08%	203
2022 Q2	–	Sell	-535	Closed	-$219K	–	372
2022 Q1	$219K	Buy	535 +39	+8%	+$15.9K	0.08%	220
2021 Q4	$234K	Buy	496 +3	+0.6%	+$1.37K	0.08%	206
2021 Q3	$210K	Buy	+493	New	+$214K	0.08%	203
2020 Q2	–	Sell	-4	Closed	-$1K	–	664
2020 Q1	$1K	Buy	+4	New	+$1.1K	﹤0.01%	757

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

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

EPG Wealth Management reduced its S&P Global (SPGI) stake by 2.9% in Q1 2026, selling an estimated $33.9K and leaving 2,450 shares worth $1.04M. The position accounts for 0.28% of the portfolio, ranked #99.

EPG Wealth Management first reported a position in SPGI in Q1 2020 and has held it in 14 quarters since. The position peaked at $1.32M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

EPG Wealth Management held 2,450 shares of S&P Global worth $1.04M as of Q1 2026.
EPG Wealth Management sold 73 S&P Global shares in Q1 2026, an estimated $33.9K.
S&P Global made up 0.28% of EPG Wealth Management's portfolio in Q1 2026, its #99 holding.
EPG Wealth Management first reported a position in S&P Global in Q1 2020 and has held it in 14 quarters since.
EPG Wealth Management's S&P Global position peaked at $1.32M in Q4 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.