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Integrated Wealth Concepts’s S&P Global SPGI Stock Holding History

Integrated Wealth Concepts’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 		$5.14M Buy
12,087
+7,575
+168% +$3.52M 0.04% 414
2025
Q4 		$2.36M Sell
4,512
-2,509
-36% -$1.24M 0.03% 492
2025
Q3 		$3.42M Buy
7,021
+170
+2% +$91K 0.03% 491
2025
Q2 		$3.61M Buy
6,851
+2,248
+49% +$1.12M 0.04% 428
2025
Q1 		$2.34M Buy
4,603
+275
+6% +$141K 0.03% 538
2024
Q4 		$2.16M Buy
4,328
+352
+9% +$179K 0.03% 533
2024
Q3 		$2.05M Sell
3,976
-71
-2% -$35.1K 0.03% 538
2024
Q2 		$1.81M Buy
4,047
+453
+13% +$194K 0.02% 542
2024
Q1 		$1.53M Buy
3,594
+303
+9% +$131K 0.02% 596
2023
Q4 		$1.45M Sell
3,291
-1,868
-36% -$737K 0.02% 593
2023
Q3 		$1.89M Buy
5,159
+20
+0.4% +$7.86K 0.03% 474
2023
Q2 		$2.06M Buy
5,139
+529
+11% +$193K 0.04% 449
2023
Q1 		$1.59M Buy
4,610
+2,385
+107% +$839K 0.03% 476
2022
Q4 		$745K Buy
2,225
+49
+2% +$16.2K 0.02% 541
2022
Q3 		$664K Buy
2,176
+143
+7% +$51.2K 0.02% 520
2022
Q2 		$685K Sell
2,033
-789
-28% -$281K 0.02% 512
2022
Q1 		$1.16M Buy
2,822
+1,696
+151% +$691K 0.04% 364
2021
Q4 		$531K Buy
1,126
+182
+19% +$83.3K 0.02% 601
2021
Q3 		$401K Buy
944
+198
+27% +$85.8K 0.01% 630
2021
Q2 		$306K Buy
746
+103
+16% +$39.6K 0.01% 655
2021
Q1 		$227K Sell
643
-2,501
-80% -$832K 0.01% 657
2020
Q4 		$1.03M Sell
3,144
-7
-0.2% -$2.36K 0.05% 247
2020
Q3 		$1.14M Buy
3,151
+8
+0.3% +$2.82K 0.07% 194
2020
Q2 		$1.04M Buy
3,143
+427
+16% +$128K 0.07% 173
2020
Q1 		$665K Buy
2,716
+98
+4% +$26.9K 0.06% 184
2019
Q4 		$715K Buy
2,618
+16
+0.6% +$4.16K 0.06% 208
2019
Q3 		$637K Buy
+2,602
New +$650K 0.07% 175
2019
Q2 		– Sell
-2,192
Closed -$462K – 402
2019
Q1 		$462K Buy
+2,192
New +$424K 0.08% 179

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

Integrated Wealth Concepts's SPGI Position: Q1 2026 in Review

Integrated Wealth Concepts increased its S&P Global (SPGI) stake by 168% in Q1 2026, buying an estimated $3.52M and bringing the position to 12,087 shares worth $5.14M. The position accounts for 0.04% of the portfolio, ranked #414.

Integrated Wealth Concepts first reported a position in SPGI in Q1 2019 and has held it in 28 quarters since. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Integrated Wealth Concepts held 12,087 shares of S&P Global worth $5.14M as of Q1 2026.
  • Integrated Wealth Concepts bought 7,575 S&P Global shares in Q1 2026, an estimated $3.52M.
  • S&P Global made up 0.04% of Integrated Wealth Concepts's portfolio in Q1 2026, its #414 holding.
  • Integrated Wealth Concepts first reported a position in S&P Global in Q1 2019 and has held it in 28 quarters since.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.