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

Legacy Capital 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 Q2	$415K	Sell	1,019 -196	-16%	-$82.8K	0.08%	234
2026 Q1	$517K	Sell	1,215 -10	-0.8%	-$4.64K	0.11%	204
2025 Q4	$640K	Sell	1,225 -97	-7%	-$48K	0.14%	159
2025 Q3	$643K	Sell	1,322 -21	-2%	-$11.2K	0.14%	161
2025 Q2	$708K	Sell	1,343 -140	-9%	-$69.9K	0.16%	129
2025 Q1	$753K	Sell	1,483 -217	-13%	-$111K	0.19%	113
2024 Q4	$846K	Sell	1,700 -1,875	-52%	-$951K	0.21%	98
2024 Q3	$1.85M	Buy	3,575 +1,653	+86%	+$818K	0.37%	46
2024 Q2	$857K	Buy	+1,922	New	+$825K	0.22%	87
2024 Q1	–	Sell	-2,051	Closed	-$904K	–	310
2023 Q4	$904K	Buy	2,051 +69	+3%	+$27.2K	0.26%	88
2023 Q3	$724K	Buy	+1,982	New	+$779K	0.2%	107
2023 Q2	–	Sell	-1,610	Closed	-$555K	–	205
2023 Q1	$555K	Buy	+1,610	New	+$567K	0.15%	128

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Legacy Capital Wealth Partners reduced its S&P Global (SPGI) stake by 16% in Q2 2026, selling an estimated $82.8K and leaving 1,019 shares worth $415K. The position accounts for 0.08% of the portfolio, ranked #234.

Legacy Capital Wealth Partners first reported a position in SPGI in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.85M in Q3 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Legacy Capital Wealth Partners held 1,019 shares of S&P Global worth $415K as of Q2 2026.
Legacy Capital Wealth Partners sold 196 S&P Global shares in Q2 2026, an estimated $82.8K.
S&P Global made up 0.08% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #234 holding.
Legacy Capital Wealth Partners first reported a position in S&P Global in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Wealth Partners's S&P Global position peaked at $1.85M in Q3 2024.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.