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

Foguth 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
2025
Q1 		– Sell
-436
Closed -$224K – 165
2024
Q4 		$224K Sell
436
-48
-10% -$24.4K 0.06% 141
2024
Q3 		$251K Sell
484
-228
-32% -$113K 0.09% 111
2024
Q2 		$318K Buy
712
+230
+48% +$98.7K 0.14% 87
2024
Q1 		$205K Buy
+482
New +$209K 0.11% 125

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Foguth Wealth Management's SPGI Position: Q1 2025 in Review

Foguth Wealth Management sold out of S&P Global (SPGI) in Q1 2025, closing a stake of 436 shares — an estimated $224K sold.

Foguth Wealth Management first reported a position in SPGI in Q1 2024 and held it in 4 quarters. The position peaked at $318K in Q2 2024. 2,075 funds tracked by Wall St. Rank hold SPGI as of Q1 2025.

  • Foguth Wealth Management reported no remaining S&P Global position as of Q1 2025 after selling out during the quarter.
  • Foguth Wealth Management sold 436 S&P Global shares in Q1 2025, an estimated $224K.
  • Foguth Wealth Management first reported a position in S&P Global in Q1 2024 and held it in 4 quarters.
  • Foguth Wealth Management's S&P Global position peaked at $318K in Q2 2024.
  • 2,075 funds tracked by Wall St. Rank held S&P Global as of Q1 2025.

Based on Foguth Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.