Guided Capital Wealth Management’s S&P Global SPGI Stock Holding History

Guided Capital Wealth 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 Q1	–	Sell	-5,322	Closed	-$2.78M	–	39
2025 Q4	$2.78M	Buy	+5,322	New	+$2.63M	1.95%	17

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Guided Capital Wealth Management's SPGI Position: Q1 2026 in Review

Guided Capital Wealth Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 5,322 shares — an estimated $2.78M sold.

Guided Capital Wealth Management first reported a position in SPGI in Q4 2025 and held it in 1 quarter. The position peaked at $2.78M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Guided Capital Wealth Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Guided Capital Wealth Management sold 5,322 S&P Global shares in Q1 2026, an estimated $2.78M.
Guided Capital Wealth Management first reported a position in S&P Global in Q4 2025 and held it in 1 quarter.
Guided Capital Wealth Management's S&P Global position peaked at $2.78M in Q4 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Guided Capital Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.