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Laurel Wealth Advisors (North Carolina)’s S&P Global SPGI Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-26
Closed -$13.6K – 577
2025
Q4 		$13.6K Buy
+26
New +$12.9K ﹤0.01% 457
2025
Q2 		– Sell
-64
Closed -$32.5K – 599
2025
Q1 		$32.5K Buy
64
+1
+2% +$511 0.01% 357
2024
Q4 		$31.4K Hold
63
– – ﹤0.01% 362
2024
Q3 		$32.5K Buy
63
+25
+66% +$12.4K 0.01% 354
2024
Q2 		$16.9K Hold
38
– – ﹤0.01% 385
2024
Q1 		$16.2K Buy
+38
New +$16.5K ﹤0.01% 398

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

Laurel Wealth Advisors (North Carolina)'s SPGI Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 26 shares — an estimated $13.6K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SPGI in Q1 2024 and held it in 6 quarters. The position peaked at $32.5K in Q3 2024. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 26 S&P Global shares in Q1 2026, an estimated $13.6K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in S&P Global in Q1 2024 and held it in 6 quarters.
  • Laurel Wealth Advisors (North Carolina)'s S&P Global position peaked at $32.5K in Q3 2024.
  • 2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.