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

Legacy Capital 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
-1,049
Closed -$446K – 83
2026
Q1 		$446K Sell
1,049
-27
-3% -$12.5K 0.26% 49
2025
Q4 		$562K Buy
+1,076
New +$532K 0.34% 46
2024
Q4 		$1.92M Buy
+3,855
New +$1.96M 1.91% 14

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

Legacy Capital Wealth Management's SPGI Position: Q2 2026 in Review

Legacy Capital Wealth Management sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 1,049 shares — an estimated $446K sold.

Legacy Capital Wealth Management first reported a position in SPGI in Q4 2024 and held it in 3 quarters. The position peaked at $1.92M in Q4 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Legacy Capital Wealth Management reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Legacy Capital Wealth Management sold 1,049 S&P Global shares in Q2 2026, an estimated $446K.
  • Legacy Capital Wealth Management first reported a position in S&P Global in Q4 2024 and held it in 3 quarters.
  • Legacy Capital Wealth Management's S&P Global position peaked at $1.92M in Q4 2024.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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