GM
SPGI icon

GeoWealth Management’s S&P Global SPGI Stock Holding History

GeoWealth 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 		$2.62M Buy
6,436
+1,169
+22% +$494K 0.08% 145
2026
Q1 		$2.24M Sell
5,267
-251
-5% -$117K 0.08% 150
2025
Q4 		$2.88M Sell
5,518
-375
-6% -$186K 0.11% 118
2025
Q3 		$2.87M Buy
5,893
+3,526
+149% +$1.89M 0.1% 127
2025
Q2 		$1.25M Sell
2,367
-1,171
-33% -$584K 0.05% 215
2025
Q1 		$1.8M Sell
3,538
-1,057
-23% -$540K 0.07% 156
2024
Q4 		$2.29M Buy
4,595
+578
+14% +$293K 0.07% 173
2024
Q3 		$2.08M Sell
4,017
-5
-0.1% -$2.47K 0.07% 179
2024
Q2 		$1.79M Buy
4,022
+986
+32% +$423K 0.08% 173
2024
Q1 		$1.29M Buy
3,036
+1,141
+60% +$495K 0.05% 243
2023
Q4 		$834K Buy
1,895
+1,863
+5,822% +$735K 0.07% 237
2023
Q3 		$12K Sell
32
-2,591
-99% -$1.02M ﹤0.01% 448
2023
Q2 		$1.05M Buy
+2,623
New +$958K 0.11% 120
2022
Q3 		– Sell
-1,299
Closed -$438K – 374
2022
Q2 		$438K Buy
1,299
+142
+12% +$50.6K 0.06% 168
2022
Q1 		$476K Buy
1,157
+37
+3% +$15.1K 0.04% 211
2021
Q4 		$528K Sell
1,120
-39
-3% -$17.8K 0.04% 206
2021
Q3 		$492K Buy
+1,159
New +$502K 0.04% 218

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

GeoWealth Management's SPGI Position: Q2 2026 in Review

GeoWealth Management increased its S&P Global (SPGI) stake by 22% in Q2 2026, buying an estimated $494K and bringing the position to 6,436 shares worth $2.62M. The position accounts for 0.08% of the portfolio, ranked #145.

GeoWealth Management first reported a position in SPGI in Q3 2021 and has held it in 17 quarters since. The position peaked at $2.88M in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • GeoWealth Management held 6,436 shares of S&P Global worth $2.62M as of Q2 2026.
  • GeoWealth Management bought 1,169 S&P Global shares in Q2 2026, an estimated $494K.
  • S&P Global made up 0.08% of GeoWealth Management's portfolio in Q2 2026, its #145 holding.
  • GeoWealth Management first reported a position in S&P Global in Q3 2021 and has held it in 17 quarters since.
  • GeoWealth Management's S&P Global position peaked at $2.88M in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.