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Impact Partnership Wealth’s S&P Global SPGI Stock Holding History

Impact Partnership 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 		$651K Buy
1,531
+21
+1% +$9.75K 0.08% 163
2025
Q4 		$789K Buy
+1,510
New +$747K 0.1% 135
2024
Q2 		– Sell
-22
Closed -$9.36K – 615
2024
Q1 		$9.36K Sell
22
-200
-90% -$86.7K ﹤0.01% 455
2023
Q4 		$97.8K Buy
222
+196
+754% +$77.3K 0.04% 253
2023
Q3 		$9.5K Buy
+26
New +$10.2K ﹤0.01% 599

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Impact Partnership Wealth's SPGI Position: Q1 2026 in Review

Impact Partnership Wealth increased its S&P Global (SPGI) stake by 1.4% in Q1 2026, buying an estimated $9.75K and bringing the position to 1,531 shares worth $651K. The position accounts for 0.08% of the portfolio, ranked #163.

Impact Partnership Wealth first reported a position in SPGI in Q3 2023 and has held it in 5 quarters since. The position peaked at $789K in Q4 2025. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Impact Partnership Wealth held 1,531 shares of S&P Global worth $651K as of Q1 2026.
  • Impact Partnership Wealth bought 21 S&P Global shares in Q1 2026, an estimated $9.75K.
  • S&P Global made up 0.08% of Impact Partnership Wealth's portfolio in Q1 2026, its #163 holding.
  • Impact Partnership Wealth first reported a position in S&P Global in Q3 2023 and has held it in 5 quarters since.
  • Impact Partnership Wealth's S&P Global position peaked at $789K in Q4 2025.
  • 2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.