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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Forefront Wealth Partners's SPGI Position: Q1 2026 in Review

Forefront Wealth Partners increased its S&P Global (SPGI) stake by 0.17% in Q1 2026, buying an estimated $1.39K and bringing the position to 1,791 shares worth $762K. The position accounts for 0.32% of the portfolio, ranked #70.

Forefront Wealth Partners first reported a position in SPGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.79M in Q2 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Forefront Wealth Partners held 1,791 shares of S&P Global worth $762K as of Q1 2026.
Forefront Wealth Partners bought 3 S&P Global shares in Q1 2026, an estimated $1.39K.
S&P Global made up 0.32% of Forefront Wealth Partners's portfolio in Q1 2026, its #70 holding.
Forefront Wealth Partners first reported a position in S&P Global in Q4 2024 and has held it in 6 quarters since.
Forefront Wealth Partners's S&P Global position peaked at $1.79M in Q2 2025.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.