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LeClair Wealth Partners’s S&P Global SPGI Stock Holding History

LeClair Wealth Partners’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
-521
Closed -$272K – 179
2025
Q4 		$272K Hold
521
– – 0.16% 86
2025
Q3 		$254K Sell
521
-797
-60% -$427K 0.16% 82
2025
Q2 		$695K Sell
1,318
-118
-8% -$58.9K 0.47% 43
2025
Q1 		$730K Sell
1,436
-214
-13% -$109K 0.53% 40
2024
Q4 		$822K Buy
+1,650
New +$837K 0.55% 42

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LeClair Wealth Partners's SPGI Position: Q1 2026 in Review

LeClair Wealth Partners sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 521 shares — an estimated $272K sold.

LeClair Wealth Partners first reported a position in SPGI in Q4 2024 and held it in 5 quarters. The position peaked at $822K in Q4 2024. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • LeClair Wealth Partners reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 521 S&P Global shares in Q1 2026, an estimated $272K.
  • LeClair Wealth Partners first reported a position in S&P Global in Q4 2024 and held it in 5 quarters.
  • LeClair Wealth Partners's S&P Global position peaked at $822K in Q4 2024.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.