Intentional Wealth Strategies’s S&P Global SPGI Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-57	Closed	-$24.2K	–	779
2026 Q1	$24.2K	Buy	+57	New	+$26.5K	0.02%	244

Other funds holding SPGI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Intentional Wealth Strategies's SPGI Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 57 shares — an estimated $24.2K sold.

Intentional Wealth Strategies first reported a position in SPGI in Q1 2026 and held it in 1 quarter. The position peaked at $24.2K in Q1 2026. 2,007 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Intentional Wealth Strategies reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 57 S&P Global shares in Q2 2026, an estimated $24.2K.
Intentional Wealth Strategies first reported a position in S&P Global in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's S&P Global position peaked at $24.2K in Q1 2026.
2,007 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.