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

Laurel Oak 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 		– Sell
-490
Closed -$208K – 393
2026
Q1 		$208K Sell
490
-420
-46% -$195K 0.04% 336
2025
Q4 		$476K Buy
+910
New +$450K 0.08% 193

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

Laurel Oak Wealth Management's SPGI Position: Q2 2026 in Review

Laurel Oak Wealth Management sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 490 shares — an estimated $208K sold.

Laurel Oak Wealth Management first reported a position in SPGI in Q4 2025 and held it in 2 quarters. The position peaked at $476K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Laurel Oak Wealth Management reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Laurel Oak Wealth Management sold 490 S&P Global shares in Q2 2026, an estimated $208K.
  • Laurel Oak Wealth Management first reported a position in S&P Global in Q4 2025 and held it in 2 quarters.
  • Laurel Oak Wealth Management's S&P Global position peaked at $476K in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.