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

Forefront 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	$727K	Sell	1,784 -7	-0.4%	-$2.96K	0.23%	95
2026 Q1	$762K	Buy	1,791 +3	+0.2%	+$1.39K	0.32%	70
2025 Q4	$934K	Buy	1,788 +2	+0.1%	+$990	0.44%	54
2025 Q3	$869K	Sell	1,786 -1,709	-49%	-$915K	0.22%	91
2025 Q2	$1.79M	Buy	3,495 +1,713	+96%	+$855K	1.23%	25
2025 Q1	$905K	Sell	1,782 -1	-0.1%	-$511	0.62%	39
2024 Q4	$888K	Buy	+1,783	New	+$905K	0.66%	40

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

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

Forefront Wealth Partners reduced its S&P Global (SPGI) stake by 0.39% in Q2 2026, selling an estimated $2.96K and leaving 1,784 shares worth $727K. The position accounts for 0.23% of the portfolio, ranked #95.

Forefront Wealth Partners first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.79M in Q2 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Forefront Wealth Partners held 1,784 shares of S&P Global worth $727K as of Q2 2026.
Forefront Wealth Partners sold 7 S&P Global shares in Q2 2026, an estimated $2.96K.
S&P Global made up 0.23% of Forefront Wealth Partners's portfolio in Q2 2026, its #95 holding.
Forefront Wealth Partners first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
Forefront Wealth Partners's S&P Global position peaked at $1.79M in Q2 2025.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.