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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
Q2 		$460K Sell
1,199
-397
-25% -$168K 0.04% 270
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Keebeck Wealth Management reduced its S&P Global (SPGI) stake by 25% in Q2 2026, selling an estimated $168K and leaving 1,199 shares worth $460K. The position accounts for 0.04% of the portfolio, ranked #270.

Keebeck Wealth Management first reported a position in SPGI in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.44M in Q2 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Keebeck Wealth Management held 1,199 shares of S&P Global worth $460K as of Q2 2026.
  • Keebeck Wealth Management sold 397 S&P Global shares in Q2 2026, an estimated $168K.
  • S&P Global made up 0.04% of Keebeck Wealth Management's portfolio in Q2 2026, its #270 holding.
  • Keebeck Wealth Management first reported a position in S&P Global in Q2 2020 and has held it in 25 quarters since.
  • Keebeck Wealth Management's S&P Global position peaked at $1.44M in Q2 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.