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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
Q2 		$27.3K Buy
67
+21
+46% +$8.87K ﹤0.01% 244
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
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

High Note Wealth's SPGI Position: Q2 2026 in Review

High Note Wealth increased its S&P Global (SPGI) stake by 46% in Q2 2026, buying an estimated $8.87K and bringing the position to 67 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

High Note Wealth first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • High Note Wealth held 67 shares of S&P Global worth $27.3K as of Q2 2026.
  • High Note Wealth bought 21 S&P Global shares in Q2 2026, an estimated $8.87K.
  • S&P Global made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #244 holding.
  • High Note Wealth first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.