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

Fortress 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
Q3 		$3.38M Buy
6,939
+2
+0% +$1.07K 1.5% 17
2025
Q2 		$3.66M Hold
6,937
– – 1.76% 15
2025
Q1 		$3.52M Sell
6,937
-10
-0.1% -$5.11K 1.83% 15
2024
Q4 		$3.46M Sell
6,947
-9
-0.1% -$4.57K 1.68% 17
2024
Q3 		$3.59M Sell
6,956
-16
-0.2% -$7.92K 1.8% 14
2024
Q2 		$3.11M Buy
6,972
+7
+0.1% +$3K 1.59% 19
2024
Q1 		$2.96M Buy
6,965
+22
+0.3% +$9.54K 1.53% 19
2023
Q4 		$3.06M Buy
6,943
+1
+0% +$395 1.67% 19
2023
Q3 		$2.54M Buy
6,942
+5
+0.1% +$1.97K 1.64% 17
2023
Q2 		$2.78M Hold
6,937
– – 1.8% 15
2023
Q1 		$2.39M Hold
6,937
– – 1.68% 19
2022
Q4 		$2.32M Hold
6,937
– – 1.93% 17
2022
Q3 		$2.12M Hold
6,937
– – 2.15% 16
2022
Q2 		$2.34M Hold
6,937
– – 2.2% 18
2022
Q1 		$2.85M Hold
6,937
– – 2.18% 15
2021
Q4 		$3.27M Buy
+6,937
New +$3.17M 2.46% 13

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fortress Wealth Management's SPGI Position: Q3 2025 in Review

Fortress Wealth Management increased its S&P Global (SPGI) stake by 0.03% in Q3 2025, buying an estimated $1.07K and bringing the position to 6,939 shares worth $3.38M. The position accounts for 1.5% of the portfolio, ranked #17.

Fortress Wealth Management first reported a position in SPGI in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.66M in Q2 2025. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • Fortress Wealth Management held 6,939 shares of S&P Global worth $3.38M as of Q3 2025.
  • Fortress Wealth Management bought 2 S&P Global shares in Q3 2025, an estimated $1.07K.
  • S&P Global made up 1.5% of Fortress Wealth Management's portfolio in Q3 2025, its #17 holding.
  • Fortress Wealth Management first reported a position in S&P Global in Q4 2021 and has held it in 16 quarters since.
  • Fortress Wealth Management's S&P Global position peaked at $3.66M in Q2 2025.
  • 2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.