FAS Wealth Partners’s S&P Global SPGI Stock Holding History

FAS Wealth Partners’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	-532	Closed	-$226K	–	540
2026 Q1	$226K	Buy	+532	New	+$247K	0.01%	329
2022 Q2	–	Sell	-525	Closed	-$215K	–	413
2022 Q1	$215K	Hold	525	–	–	0.02%	269
2021 Q4	$248K	Sell	525 -90	-15%	-$41.2K	0.02%	264
2021 Q3	$261K	Hold	615	–	–	0.02%	254
2021 Q2	$252K	Hold	615	–	–	0.02%	250
2021 Q1	$217K	Hold	615	–	–	0.02%	246
2020 Q4	$202K	Buy	+615	New	+$207K	0.02%	246

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

FAS Wealth Partners's SPGI Position: Q2 2026 in Review

FAS Wealth Partners sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 532 shares — an estimated $226K sold.

FAS Wealth Partners first reported a position in SPGI in Q4 2020 and held it in 7 quarters. The position peaked at $261K in Q3 2021. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

FAS Wealth Partners reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
FAS Wealth Partners sold 532 S&P Global shares in Q2 2026, an estimated $226K.
FAS Wealth Partners first reported a position in S&P Global in Q4 2020 and held it in 7 quarters.
FAS Wealth Partners's S&P Global position peaked at $261K in Q3 2021.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.