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

Focused 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	$235K	Buy	+578	New	+$244K	0.02%	215
2024 Q1	–	Sell	-203	Closed	-$89.4K	–	855
2023 Q4	$89.4K	Hold	203	–	–	0.01%	216
2023 Q3	$74.2K	Hold	203	–	–	0.01%	241
2023 Q2	$81.4K	Hold	203	–	–	0.01%	234
2023 Q1	$70K	Hold	203	–	–	0.01%	255
2022 Q4	$68K	Hold	203	–	–	0.01%	264
2022 Q3	$62K	Hold	203	–	–	0.01%	246
2022 Q2	$68K	Hold	203	–	–	0.01%	246
2022 Q1	$83K	Buy	203 +3	+2%	+$1.22K	0.01%	235
2021 Q4	$94K	Hold	200	–	–	0.01%	288
2021 Q3	$85K	Hold	200	–	–	0.01%	316
2021 Q2	$82K	Buy	+200	New	+$76.9K	0.01%	320

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

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

Focused Wealth Management opened a new position in S&P Global (SPGI) in Q2 2026: 578 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #215 among its holdings. This is a return to the name: Focused Wealth Management previously reported a position in SPGI as recently as Q4 2023.

Focused Wealth Management first reported a position in SPGI in Q2 2021 and has held it in 12 quarters since. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Focused Wealth Management held 578 shares of S&P Global worth $235K as of Q2 2026.
S&P Global was a new Focused Wealth Management position in Q2 2026.
S&P Global made up 0.02% of Focused Wealth Management's portfolio in Q2 2026, its #215 holding.
Focused Wealth Management first reported a position in S&P Global in Q2 2021 and has held it in 12 quarters since.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.