Journey Strategic Wealth’s S&P Global SPGI Stock Holding History

Journey Strategic 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	$1.25M	Buy	2,938 +785	+36%	+$364K	0.03%	156
2025 Q4	$1.13M	Sell	2,153 -34	-2%	-$16.8K	0.03%	157
2025 Q3	$1.06M	Buy	2,187 +296	+16%	+$158K	0.03%	162
2025 Q2	$997K	Buy	1,891 +590	+45%	+$294K	0.03%	169
2025 Q1	$661K	Buy	1,301 +7	+0.5%	+$3.58K	0.02%	188
2024 Q4	$645K	Sell	1,294 -19	-1%	-$9.64K	0.02%	177
2024 Q3	$679K	Buy	1,313 +92	+8%	+$45.5K	0.02%	174
2024 Q2	$545K	Buy	1,221 +704	+136%	+$302K	0.02%	149
2024 Q1	$220K	Sell	517 -34	-6%	-$14.7K	0.01%	259
2023 Q4	$243K	Sell	551 -110	-17%	-$43.4K	0.01%	172
2023 Q3	$242K	Hold	661	–	–	0.01%	145
2023 Q2	$265K	Sell	661 -289	-30%	-$106K	0.01%	132
2023 Q1	$328K	Sell	950 -140	-13%	-$49.3K	0.03%	143
2022 Q4	$365K	Buy	1,090 +184	+20%	+$60.7K	0.04%	126
2022 Q3	$277K	Buy	+906	New	+$324K	0.04%	115
2022 Q2	–	Sell	-789	Closed	-$323K	–	202
2022 Q1	$323K	Buy	789 +194	+33%	+$79K	0.04%	89
2021 Q4	$281K	Buy	+595	New	+$272K	0.03%	128

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

Journey Strategic Wealth's SPGI Position: Q1 2026 in Review

Journey Strategic Wealth increased its S&P Global (SPGI) stake by 36% in Q1 2026, buying an estimated $364K and bringing the position to 2,938 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #156.

Journey Strategic Wealth first reported a position in SPGI in Q4 2021 and has held it in 17 quarters since. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Journey Strategic Wealth held 2,938 shares of S&P Global worth $1.25M as of Q1 2026.
Journey Strategic Wealth bought 785 S&P Global shares in Q1 2026, an estimated $364K.
S&P Global made up 0.03% of Journey Strategic Wealth's portfolio in Q1 2026, its #156 holding.
Journey Strategic Wealth first reported a position in S&P Global in Q4 2021 and has held it in 17 quarters since.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.