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

IHT 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
Q2 		$633K Sell
1,554
-15
-1% -$6.33K 0.01% 758
2026
Q1 		$668K Sell
1,569
-18
-1% -$8.36K 0.02% 722
2025
Q4 		$811K Sell
1,587
-398
-20% -$197K 0.02% 600
2025
Q3 		$968K Sell
1,985
-13
-0.7% -$6.96K 0.02% 536
2025
Q2 		$1.05M Buy
1,998
+16
+0.8% +$7.99K 0.03% 488
2025
Q1 		$1.01M Sell
1,982
-115
-5% -$58.8K 0.03% 471
2024
Q4 		$1.04M Sell
2,097
-451
-18% -$229K 0.03% 442
2024
Q3 		$1.31M Buy
2,548
+447
+21% +$221K 0.04% 428
2024
Q2 		$950K Buy
2,101
+89
+4% +$38.2K 0.04% 450
2024
Q1 		$856K Buy
2,012
+623
+45% +$270K 0.03% 472
2023
Q4 		$612K Buy
1,389
+259
+23% +$102K 0.03% 531
2023
Q3 		$413K Buy
1,130
+150
+15% +$59K 0.02% 613
2023
Q2 		$393K Sell
980
-208
-18% -$76K 0.02% 625
2023
Q1 		$410K Buy
1,188
+214
+22% +$75.3K 0.02% 576
2022
Q4 		$326K Sell
974
-285
-23% -$93.9K 0.02% 623
2022
Q3 		$384K Buy
1,259
+452
+56% +$162K 0.03% 533
2022
Q2 		$272K Buy
807
+12
+2% +$4.28K 0.02% 557
2022
Q1 		$326K Buy
+795
New +$324K 0.02% 538
2018
Q2 		– Sell
-190
Closed -$35K – 1211
2018
Q1 		$35K Hold
190
– – 0.01% 793
2017
Q4 		$34K Sell
190
-150
-44% -$24.5K 0.01% 820
2017
Q3 		$54K Sell
340
-68
-17% -$10.3K 0.02% 500
2017
Q2 		$36K Hold
408
– – 0.02% 607
2017
Q1 		$53K Buy
408
+30
+8% +$3.73K 0.04% 402
2016
Q4 		$41K Buy
+378
New +$45.2K 0.03% 428

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

IHT Wealth Management's SPGI Position: Q2 2026 in Review

IHT Wealth Management reduced its S&P Global (SPGI) stake by 0.96% in Q2 2026, selling an estimated $6.33K and leaving 1,554 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #758.

IHT Wealth Management first reported a position in SPGI in Q4 2016 and has held it in 24 quarters since. The position peaked at $1.31M in Q3 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • IHT Wealth Management held 1,554 shares of S&P Global worth $633K as of Q2 2026.
  • IHT Wealth Management sold 15 S&P Global shares in Q2 2026, an estimated $6.33K.
  • S&P Global made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #758 holding.
  • IHT Wealth Management first reported a position in S&P Global in Q4 2016 and has held it in 24 quarters since.
  • IHT Wealth Management's S&P Global position peaked at $1.31M in Q3 2024.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.