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

Guardian Wealth Advisors (North Carolina)’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 		– Sell
-430
Closed -$225K – 627
2025
Q4 		$225K Sell
430
-25
-5% -$12.4K 0.01% 346
2025
Q3 		$221K Buy
455
+41
+10% +$22K 0.01% 334
2025
Q2 		$218K Sell
414
-7
-2% -$3.49K 0.02% 318
2025
Q1 		$214K Buy
421
+7
+2% +$3.58K 0.02% 300
2024
Q4 		$206K Buy
+414
New +$210K 0.02% 309

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 430 shares — an estimated $225K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SPGI in Q4 2024 and held it in 5 quarters. The position peaked at $225K in Q4 2025. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 430 S&P Global shares in Q1 2026, an estimated $225K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in S&P Global in Q4 2024 and held it in 5 quarters.
  • Guardian Wealth Advisors (North Carolina)'s S&P Global position peaked at $225K in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.