Financial Gravity Asset Management’s S&P Global SPGI Stock Holding History

Financial Gravity Asset 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	$851	Buy	+2	New	+$929	﹤0.01%	770
2025 Q4	–	Sell	-38	Closed	-$18.3K	–	913
2025 Q3	$18.3K	Buy	+38	New	+$20.3K	﹤0.01%	445
2024 Q2	$446	Sell	1 -23	-96%	-$9.87K	﹤0.01%	927
2024 Q1	$10.4K	Buy	24 +1	+4%	+$433	﹤0.01%	468
2023 Q4	$10.5K	Buy	+23	New	+$9.08K	﹤0.01%	479
2021 Q3	$425K	Sell	27 -5	-16%	-$2.17K	0.2%	91
2021 Q2	$410K	Buy	+32	New	+$12.3K	0.15%	95
2019 Q4	–	Sell	-1	Closed	–	–	1672
2019 Q3	$0	Hold	1	–	–	﹤0.01%	1516
2019 Q2	$0	Hold	1	–	–	﹤0.01%	1626
2019 Q1	$0	Buy	+1	New	+$194	﹤0.01%	1527
2018 Q3	$57K	Buy	329 +314	+2,093%	+$64.8K	0.06%	288
2018 Q2	$3K	Sell	15 -315	-95%	-$62.2K	﹤0.01%	910
2018 Q1	$62K	Buy	+330	New	+$60.9K	0.06%	261

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 $3.38T AUM 44.17% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Financial Gravity Asset Management's SPGI Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in S&P Global (SPGI) in Q1 2026: 2 shares worth $851. The stake represents ﹤0.01% of the portfolio and ranks #770 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in SPGI as recently as Q3 2025.

Financial Gravity Asset Management first reported a position in SPGI in Q1 2018 and has held it in 13 quarters since. The position peaked at $425K in Q3 2021. 2,127 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Financial Gravity Asset Management held 2 shares of S&P Global worth $851 as of Q1 2026.
S&P Global was a new Financial Gravity Asset Management position in Q1 2026.
S&P Global made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #770 holding.
Financial Gravity Asset Management first reported a position in S&P Global in Q1 2018 and has held it in 13 quarters since.
Financial Gravity Asset Management's S&P Global position peaked at $425K in Q3 2021.
2,127 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.