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Kondo Wealth Advisors’s S&P Global SPGI Stock Holding History

Kondo Wealth Advisors’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 		– Sell
-454
Closed -$237K – 74
2025
Q4 		$237K Buy
454
+1
+0.2% +$495 0.09% 64
2025
Q3 		$220K Sell
453
-23
-5% -$12.3K 0.09% 63
2025
Q2 		$252K Buy
476
+1
+0.2% +$499 0.11% 60
2025
Q1 		$241K Buy
475
+3
+0.6% +$1.53K 0.12% 54
2024
Q4 		$235K Buy
+472
New +$239K 0.12% 56

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Kondo Wealth Advisors's SPGI Position: Q1 2026 in Review

Kondo Wealth Advisors sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 454 shares — an estimated $237K sold.

Kondo Wealth Advisors first reported a position in SPGI in Q4 2024 and held it in 5 quarters. The position peaked at $252K in Q2 2025. 2,127 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Kondo Wealth Advisors reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Kondo Wealth Advisors sold 454 S&P Global shares in Q1 2026, an estimated $237K.
  • Kondo Wealth Advisors first reported a position in S&P Global in Q4 2024 and held it in 5 quarters.
  • Kondo Wealth Advisors's S&P Global position peaked at $252K in Q2 2025.
  • 2,127 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Kondo Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.