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

Integris 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
2025 Q4	–	Sell	-422	Closed	-$205K	–	124
2025 Q3	$205K	Buy	422 +22	+6%	+$11.8K	0.05%	116
2025 Q2	$211K	Hold	400	–	–	0.06%	111
2025 Q1	$203K	Buy	+400	New	+$204K	0.06%	102
2024 Q4	–	Sell	-399	Closed	-$206K	–	110
2024 Q3	$206K	Buy	+399	New	+$197K	0.06%	100

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Integris Wealth Management's SPGI Position: Q4 2025 in Review

Integris Wealth Management sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 422 shares — an estimated $205K sold.

Integris Wealth Management first reported a position in SPGI in Q3 2024 and held it in 4 quarters. The position peaked at $211K in Q2 2025. 2,199 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

Integris Wealth Management reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
Integris Wealth Management sold 422 S&P Global shares in Q4 2025, an estimated $205K.
Integris Wealth Management first reported a position in S&P Global in Q3 2024 and held it in 4 quarters.
Integris Wealth Management's S&P Global position peaked at $211K in Q2 2025.
2,199 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Integris Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.