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

JPL 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 Q2	$169K	Sell	414 -4,089	-91%	-$1.73M	0.03%	139
2026 Q1	$1.92M	Sell	4,503 -22	-0.5%	-$10.2K	0.44%	68
2025 Q4	$2.36M	Sell	4,525 -452	-9%	-$224K	0.58%	69
2025 Q3	$2.42M	Buy	4,977 +121	+2%	+$64.8K	0.57%	66
2025 Q2	$2.56M	Buy	4,856 +47	+1%	+$23.5K	0.69%	65
2025 Q1	$2.44M	Buy	4,809 +10	+0.2%	+$5.11K	0.7%	65
2024 Q4	$2.39M	Buy	+4,799	New	+$2.43M	0.68%	63
2024 Q2	$1.52M	Buy	3,418 +249	+8%	+$107K	0.75%	64
2024 Q1	$1.35M	Buy	3,169 +585	+23%	+$254K	0.74%	61
2023 Q4	$1.14M	Buy	+2,584	New	+$1.02M	0.82%	59

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

JPL Wealth Management's SPGI Position: Q2 2026 in Review

JPL Wealth Management reduced its S&P Global (SPGI) stake by 91% in Q2 2026, selling an estimated $1.73M and leaving 414 shares worth $169K. The position accounts for 0.03% of the portfolio, ranked #139.

JPL Wealth Management first reported a position in SPGI in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.56M in Q2 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

JPL Wealth Management held 414 shares of S&P Global worth $169K as of Q2 2026.
JPL Wealth Management sold 4,089 S&P Global shares in Q2 2026, an estimated $1.73M.
S&P Global made up 0.03% of JPL Wealth Management's portfolio in Q2 2026, its #139 holding.
JPL Wealth Management first reported a position in S&P Global in Q4 2023 and has held it in 10 quarters since.
JPL Wealth Management's S&P Global position peaked at $2.56M in Q2 2025.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.