GWS
SPGI icon

Greykasell Wealth Strategies’s S&P Global SPGI Stock Holding History

Greykasell Wealth Strategies’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 		$30.7K Buy
72
+28
+64% +$13K 0.01% 289
2025
Q4 		$23K Hold
44
– – 0.01% 304
2025
Q3 		$21.4K Buy
+44
New +$23.6K 0.01% 260

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Greykasell Wealth Strategies's SPGI Position: Q1 2026 in Review

Greykasell Wealth Strategies increased its S&P Global (SPGI) stake by 64% in Q1 2026, buying an estimated $13K and bringing the position to 72 shares worth $30.7K. The position accounts for 0.01% of the portfolio, ranked #289.

Greykasell Wealth Strategies first reported a position in SPGI in Q3 2025 and has held it in 3 quarters since. 2,115 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Greykasell Wealth Strategies held 72 shares of S&P Global worth $30.7K as of Q1 2026.
  • Greykasell Wealth Strategies bought 28 S&P Global shares in Q1 2026, an estimated $13K.
  • S&P Global made up 0.01% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #289 holding.
  • Greykasell Wealth Strategies first reported a position in S&P Global in Q3 2025 and has held it in 3 quarters since.
  • 2,115 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.