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

Keebeck 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 		$679K Sell
1,596
-1,091
-41% -$507K 0.08% 193
2025
Q4 		$1.4M Sell
2,687
-9
-0.3% -$4.45K 0.16% 130
2025
Q3 		$1.31M Sell
2,696
-27
-1% -$14.5K 0.16% 132
2025
Q2 		$1.44M Buy
2,723
+4
+0.1% +$2K 0.19% 118
2025
Q1 		$1.38M Sell
2,719
-45
-2% -$23K 0.2% 110
2024
Q4 		$1.38M Sell
2,764
-6
-0.2% -$3.04K 0.2% 109
2024
Q3 		$1.43M Sell
2,770
-40
-1% -$19.8K 0.21% 112
2024
Q2 		$1.25M Sell
2,810
-132
-4% -$56.6K 0.18% 121
2024
Q1 		$1.25M Sell
2,942
-51
-2% -$22.1K 0.18% 127
2023
Q4 		$1.32M Sell
2,993
-80
-3% -$31.6K 0.22% 112
2023
Q3 		$1.12M Buy
3,073
+73
+2% +$28.7K 0.2% 117
2023
Q2 		$1.2M Buy
3,000
+428
+17% +$156K 0.17% 113
2023
Q1 		$887K Buy
2,572
+335
+15% +$118K 0.14% 121
2022
Q4 		$749K Buy
2,237
+59
+3% +$19.4K 0.13% 125
2022
Q3 		$665K Buy
2,178
+276
+15% +$98.7K 0.13% 128
2022
Q2 		$641K Buy
1,902
+271
+17% +$96.6K 0.12% 131
2022
Q1 		$669K Buy
1,631
+313
+24% +$127K 0.11% 137
2021
Q4 		$622K Buy
1,318
+80
+6% +$36.6K 0.11% 130
2021
Q3 		$526K Buy
1,238
+181
+17% +$78.4K 0.1% 135
2021
Q2 		$434K Buy
1,057
+213
+25% +$81.9K 0.06% 176
2021
Q1 		$298K Buy
844
+17
+2% +$5.66K 0.05% 196
2020
Q4 		$272K Buy
827
+51
+7% +$17.2K 0.05% 188
2020
Q3 		$279K Buy
776
+60
+8% +$21.2K 0.06% 162
2020
Q2 		$235K Buy
+716
New +$215K 0.07% 147

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Keebeck Wealth Management reduced its S&P Global (SPGI) stake by 41% in Q1 2026, selling an estimated $507K and leaving 1,596 shares worth $679K. The position accounts for 0.08% of the portfolio, ranked #193.

Keebeck Wealth Management first reported a position in SPGI in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.44M in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Keebeck Wealth Management held 1,596 shares of S&P Global worth $679K as of Q1 2026.
  • Keebeck Wealth Management sold 1,091 S&P Global shares in Q1 2026, an estimated $507K.
  • S&P Global made up 0.08% of Keebeck Wealth Management's portfolio in Q1 2026, its #193 holding.
  • Keebeck Wealth Management first reported a position in S&P Global in Q2 2020 and has held it in 24 quarters since.
  • Keebeck Wealth Management's S&P Global position peaked at $1.44M in Q2 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.