Kathleen S. Wright Associates’s S&P Global SPGI Stock Holding History

Kathleen S. Wright Associates’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 Q3	$48.1K	Hold	100	–	–	0.02%	151
2025 Q2	$53.1K	Hold	100	–	–	0.02%	147
2025 Q1	$50.3K	Hold	100	–	–	0.02%	144
2024 Q4	$49.1K	Hold	100	–	–	0.02%	145
2024 Q3	$51.5K	Buy	100 +20	+25%	+$9.9K	0.02%	150
2024 Q2	$38.5K	Buy	80 +8	+11%	+$3.43K	0.02%	151
2024 Q1	$30K	Hold	72	–	–	0.01%	151
2023 Q4	$31.6K	Buy	72 +2	+3%	+$789	0.02%	134
2023 Q3	$25.1K	Buy	+70	New	+$27.5K	0.01%	137
2023 Q1	–	Sell	-85	Closed	-$28K	–	200
2022 Q4	$28K	Buy	85 +5	+6%	+$1.65K	0.02%	130
2022 Q3	$24K	Hold	80	–	–	0.02%	123
2022 Q2	$27K	Hold	80	–	–	0.02%	118
2022 Q1	$33K	Hold	80	–	–	0.02%	119
2021 Q4	$38K	Buy	+80	New	+$36.6K	0.03%	110

Other funds holding SPGI

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kathleen S. Wright Associates's SPGI Position: Q3 2025 in Review

Kathleen S. Wright Associates held its S&P Global (SPGI) position steady in Q3 2025 at 100 shares worth $48.1K. The position accounts for 0.02% of the portfolio, ranked #151.

Kathleen S. Wright Associates first reported a position in SPGI in Q4 2021 and has held it in 14 quarters since. The position peaked at $53.1K in Q2 2025. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

Kathleen S. Wright Associates held 100 shares of S&P Global worth $48.1K as of Q3 2025.
Kathleen S. Wright Associates left its S&P Global share count unchanged in Q3 2025.
S&P Global made up 0.02% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #151 holding.
Kathleen S. Wright Associates first reported a position in S&P Global in Q4 2021 and has held it in 14 quarters since.
Kathleen S. Wright Associates's S&P Global position peaked at $53.1K in Q2 2025.
2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.