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FSM Wealth Advisors’s S&P Global SPGI Stock Holding History

FSM Wealth Advisors’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 		$366K Buy
900
+212
+31% +$89.5K 0.04% 228
2026
Q1 		$293K Sell
688
-134
-16% -$62.2K 0.04% 234
2025
Q4 		$430K Sell
822
-125
-13% -$61.8K 0.06% 184
2025
Q3 		$461K Buy
947
+105
+12% +$56.2K 0.07% 182
2025
Q2 		$447K Sell
842
-23
-3% -$11.5K 0.07% 174
2025
Q1 		$439K Buy
+865
New +$442K 0.1% 116

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

FSM Wealth Advisors's SPGI Position: Q2 2026 in Review

FSM Wealth Advisors increased its S&P Global (SPGI) stake by 31% in Q2 2026, buying an estimated $89.5K and bringing the position to 900 shares worth $366K. The position accounts for 0.04% of the portfolio, ranked #228.

FSM Wealth Advisors first reported a position in SPGI in Q1 2025 and has held it in 6 quarters since. The position peaked at $461K in Q3 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • FSM Wealth Advisors held 900 shares of S&P Global worth $366K as of Q2 2026.
  • FSM Wealth Advisors bought 212 S&P Global shares in Q2 2026, an estimated $89.5K.
  • S&P Global made up 0.04% of FSM Wealth Advisors's portfolio in Q2 2026, its #228 holding.
  • FSM Wealth Advisors first reported a position in S&P Global in Q1 2025 and has held it in 6 quarters since.
  • FSM Wealth Advisors's S&P Global position peaked at $461K in Q3 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.