KWM
SPGI icon

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

Kingsview 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 		$4.9M Buy
12,023
+68
+0.6% +$28.7K 0.06% 306
2026
Q1 		$5.08M Buy
11,955
+373
+3% +$173K 0.07% 293
2025
Q4 		$6.05M Sell
11,582
-21
-0.2% -$10.4K 0.09% 244
2025
Q3 		$5.65M Buy
11,603
+133
+1% +$71.2K 0.09% 239
2025
Q2 		$6.05M Sell
11,470
-9,164
-44% -$4.57M 0.1% 205
2025
Q1 		$10.5M Sell
20,634
-102
-0.5% -$52.1K 0.2% 108
2024
Q4 		$10.3M Buy
20,736
+3
+0% +$1.52K 0.2% 97
2024
Q3 		$10.7M Sell
20,733
-1,361
-6% -$674K 0.23% 83
2024
Q2 		$9.85M Sell
22,094
-188
-0.8% -$80.7K 0.23% 86
2024
Q1 		$9.48M Sell
22,282
-22
-0.1% -$9.54K 0.24% 85
2023
Q4 		$9.83M Buy
22,304
+90
+0.4% +$35.5K 0.29% 74
2023
Q3 		$8.12M Buy
22,214
+17
+0.1% +$6.68K 0.29% 77
2023
Q2 		$8.9M Buy
22,197
+113
+0.5% +$41.3K 0.35% 63
2023
Q1 		$7.61M Sell
22,084
-6
-0% -$2.11K 0.32% 71
2022
Q4 		$7.4M Buy
22,090
+12
+0.1% +$3.96K 0.32% 75
2022
Q3 		$6.74M Buy
22,078
+10
+0% +$3.58K 0.32% 74
2022
Q2 		$7.44M Sell
22,068
-341
-2% -$122K 0.36% 67
2022
Q1 		$9.19M Buy
22,409
+31
+0.1% +$12.6K 0.4% 52
2021
Q4 		$10.6M Sell
22,378
-38
-0.2% -$17.4K 0.44% 45
2021
Q3 		$9.52M Buy
22,416
+60
+0.3% +$26K 0.45% 41
2021
Q2 		$9.21M Buy
22,356
+483
+2% +$186K 0.46% 39
2021
Q1 		$7.93M Buy
21,873
+19,418
+791% +$6.46M 0.45% 44
2020
Q4 		$807K Buy
+2,455
New +$828K 0.06% 326
2020
Q2 		– Sell
-1,800
Closed -$441K – 653
2020
Q1 		$441K Buy
+1,800
New +$494K 0.06% 285

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

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

Kingsview Wealth Management increased its S&P Global (SPGI) stake by 0.57% in Q2 2026, buying an estimated $28.7K and bringing the position to 12,023 shares worth $4.9M. The position accounts for 0.06% of the portfolio, ranked #306.

Kingsview Wealth Management first reported a position in SPGI in Q1 2020 and has held it in 24 quarters since. The position peaked at $10.7M in Q3 2024. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Kingsview Wealth Management held 12,023 shares of S&P Global worth $4.9M as of Q2 2026.
  • Kingsview Wealth Management bought 68 S&P Global shares in Q2 2026, an estimated $28.7K.
  • S&P Global made up 0.06% of Kingsview Wealth Management's portfolio in Q2 2026, its #306 holding.
  • Kingsview Wealth Management first reported a position in S&P Global in Q1 2020 and has held it in 24 quarters since.
  • Kingsview Wealth Management's S&P Global position peaked at $10.7M in Q3 2024.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.