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

Jessup 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 Q1	–	Sell	-3	Closed	-$1.61K	–	308
2025 Q4	$1.61K	Buy	+3	New	+$1.48K	﹤0.01%	328

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jessup Wealth Management's SPGI Position: Q1 2026 in Review

Jessup Wealth Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 3 shares — an estimated $1.61K sold.

Jessup Wealth Management first reported a position in SPGI in Q4 2025 and held it in 1 quarter. The position peaked at $1.61K in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Jessup Wealth Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Jessup Wealth Management sold 3 S&P Global shares in Q1 2026, an estimated $1.61K.
Jessup Wealth Management first reported a position in S&P Global in Q4 2025 and held it in 1 quarter.
Jessup Wealth Management's S&P Global position peaked at $1.61K in Q4 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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