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

GDS 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
2026
Q2 		$17M Buy
41,825
+4,265
+11% +$1.8M 0.81% 57
2026
Q1 		$16M Buy
37,560
+2,920
+8% +$1.36M 0.96% 46
2025
Q4 		$18.1M Buy
34,640
+1,325
+4% +$656K 1.13% 36
2025
Q3 		$16.2M Buy
33,315
+1,279
+4% +$685K 1.07% 39
2025
Q2 		$16.9M Buy
32,036
+1,228
+4% +$613K 1.23% 31
2025
Q1 		$15.7M Buy
30,808
+1,753
+6% +$896K 1.33% 30
2024
Q4 		$14.5M Buy
29,055
+1,697
+6% +$861K 1.32% 35
2024
Q3 		$14.1M Buy
27,358
+1,801
+7% +$891K 1.38% 33
2024
Q2 		$11.4M Buy
25,557
+2,814
+12% +$1.21M 1.25% 39
2024
Q1 		$9.68M Buy
22,743
+2,510
+12% +$1.09M 1.13% 44
2023
Q4 		$8.91M Buy
20,233
+2,752
+16% +$1.09M 1.2% 37
2023
Q3 		$6.39M Buy
17,481
+1,557
+10% +$612K 1% 39
2023
Q2 		$6.38M Buy
15,924
+511
+3% +$187K 1.04% 37
2023
Q1 		$5.31M Sell
15,413
-1,372
-8% -$483K 0.94% 41
2022
Q4 		$5.62M Sell
16,785
-190
-1% -$62.6K 1.07% 36
2022
Q3 		$5.18M Sell
16,975
-565
-3% -$202K 1.15% 32
2022
Q2 		$5.91M Buy
17,540
+12,668
+260% +$4.52M 1.33% 29
2022
Q1 		$1.9M Buy
+4,872
New +$1.98M 0.42% 46

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

GDS Wealth Management's SPGI Position: Q2 2026 in Review

GDS Wealth Management increased its S&P Global (SPGI) stake by 11% in Q2 2026, buying an estimated $1.8M and bringing the position to 41,825 shares worth $17M. The position accounts for 0.81% of the portfolio, ranked #57.

GDS Wealth Management first reported a position in SPGI in Q1 2022 and has held it in 18 quarters since. The position peaked at $18.1M in Q4 2025. 2,008 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • GDS Wealth Management held 41,825 shares of S&P Global worth $17M as of Q2 2026.
  • GDS Wealth Management bought 4,265 S&P Global shares in Q2 2026, an estimated $1.8M.
  • S&P Global made up 0.81% of GDS Wealth Management's portfolio in Q2 2026, its #57 holding.
  • GDS Wealth Management first reported a position in S&P Global in Q1 2022 and has held it in 18 quarters since.
  • GDS Wealth Management's S&P Global position peaked at $18.1M in Q4 2025.
  • 2,008 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.