High Note Wealth’s S&P Global SPGI Stock Holding History

High Note Wealth’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	$19.6K	Buy	46 +2	+5%	+$929	﹤0.01%	277
2025 Q4	$23K	Buy	44 +14	+47%	+$6.93K	﹤0.01%	257
2025 Q3	$14.6K	Buy	30 +1	+3%	+$535	﹤0.01%	280
2025 Q2	$15.3K	Sell	29 -3	-9%	-$1.5K	﹤0.01%	264
2025 Q1	$16.3K	Hold	32	–	–	﹤0.01%	250
2024 Q4	$15.9K	Buy	+32	New	+$16.2K	﹤0.01%	252

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

High Note Wealth's SPGI Position: Q1 2026 in Review

High Note Wealth increased its S&P Global (SPGI) stake by 4.5% in Q1 2026, buying an estimated $929 and bringing the position to 46 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

High Note Wealth first reported a position in SPGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $23K in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

High Note Wealth held 46 shares of S&P Global worth $19.6K as of Q1 2026.
High Note Wealth bought 2 S&P Global shares in Q1 2026, an estimated $929.
S&P Global made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #277 holding.
High Note Wealth first reported a position in S&P Global in Q4 2024 and has held it in 6 quarters since.
High Note Wealth's S&P Global position peaked at $23K in Q4 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.