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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
Q2 		$815K Buy
2,000
+37
+2% +$15.6K 0.41% 22
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 $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

Guardian Wealth Advisors (Minnesota)'s SPGI Position: Q2 2026 in Review

Guardian Wealth Advisors (Minnesota) increased its S&P Global (SPGI) stake by 1.9% in Q2 2026, buying an estimated $15.6K and bringing the position to 2,000 shares worth $815K. The position accounts for 0.41% of the portfolio, ranked #22.

Guardian Wealth Advisors (Minnesota) first reported a position in SPGI in Q4 2020 and has held it in 23 quarters since. The position peaked at $973K in Q3 2024. 2,019 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Guardian Wealth Advisors (Minnesota) held 2,000 shares of S&P Global worth $815K as of Q2 2026.
  • Guardian Wealth Advisors (Minnesota) bought 37 S&P Global shares in Q2 2026, an estimated $15.6K.
  • S&P Global made up 0.41% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q2 2026, its #22 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in S&P Global in Q4 2020 and has held it in 23 quarters since.
  • Guardian Wealth Advisors (Minnesota)'s S&P Global position peaked at $973K in Q3 2024.
  • 2,019 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q2 2026, filed 6 Aug 2026.