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Guardian Wealth Advisors (Minnesota)’s S&P Global SPGI Stock Holding History

Guardian Wealth Advisors (Minnesota)’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 		$835K Buy
1,963
+132
+7% +$61.3K 0.48% 21
2025
Q4 		$957K Buy
1,831
+39
+2% +$19.3K 0.54% 20
2025
Q3 		$872K Sell
1,792
-29
-2% -$15.5K 0.49% 22
2025
Q2 		$960K Sell
1,821
-85
-4% -$42.4K 0.57% 20
2025
Q1 		$968K Buy
1,906
+77
+4% +$39.3K 0.62% 21
2024
Q4 		$911K Sell
1,829
-54
-3% -$27.4K 0.58% 20
2024
Q3 		$973K Sell
1,883
-12
-0.6% -$5.94K 0.6% 19
2024
Q2 		$845K Sell
1,895
-39
-2% -$16.7K 0.55% 22
2024
Q1 		$823K Buy
1,934
+19
+1% +$8.23K 0.53% 25
2023
Q4 		$843K Sell
1,915
-16
-0.8% -$6.31K 0.59% 20
2023
Q3 		$706K Sell
1,931
-23
-1% -$9.04K 0.54% 25
2023
Q2 		$783K Buy
1,954
+43
+2% +$15.7K 0.58% 23
2023
Q1 		$659K Buy
1,911
+175
+10% +$61.6K 0.52% 27
2022
Q4 		$582K Buy
1,736
+22
+1% +$7.25K 0.52% 27
2022
Q3 		$523K Buy
1,714
+26
+2% +$9.3K 0.51% 29
2022
Q2 		$569K Buy
1,688
+79
+5% +$28.2K 0.52% 30
2022
Q1 		$660K Sell
1,609
-17
-1% -$6.92K 0.54% 26
2021
Q4 		$767K Buy
1,626
+16
+1% +$7.32K 0.61% 23
2021
Q3 		$684K Sell
1,610
-29
-2% -$12.6K 0.61% 25
2021
Q2 		$673K Sell
1,639
-31
-2% -$11.9K 0.58% 26
2021
Q1 		$589K Sell
1,670
-18
-1% -$5.99K 0.55% 33
2020
Q4 		$555K Buy
+1,688
New +$569K 0.55% 31

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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

Guardian Wealth Advisors (Minnesota)'s SPGI Position: Q1 2026 in Review

Guardian Wealth Advisors (Minnesota) increased its S&P Global (SPGI) stake by 7.2% in Q1 2026, buying an estimated $61.3K and bringing the position to 1,963 shares worth $835K. The position accounts for 0.48% of the portfolio, ranked #21.

Guardian Wealth Advisors (Minnesota) first reported a position in SPGI in Q4 2020 and has held it in 22 quarters since. The position peaked at $973K in Q3 2024. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Guardian Wealth Advisors (Minnesota) held 1,963 shares of S&P Global worth $835K as of Q1 2026.
  • Guardian Wealth Advisors (Minnesota) bought 132 S&P Global shares in Q1 2026, an estimated $61.3K.
  • S&P Global made up 0.48% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #21 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in S&P Global in Q4 2020 and has held it in 22 quarters since.
  • Guardian Wealth Advisors (Minnesota)'s S&P Global position peaked at $973K in Q3 2024.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2026, filed 1 May 2026.