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Legacy Wealth Management (Mississippi)’s S&P Global SPGI Stock Holding History

Legacy Wealth Management (Mississippi)’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 		$204K Hold
500
– – 0.05% 113
2026
Q1 		$213K Hold
500
– – 0.06% 102
2025
Q4 		$261K Hold
500
– – 0.07% 89
2025
Q3 		$243K Hold
500
– – 0.07% 86
2025
Q2 		$264K Hold
500
– – 0.08% 78
2025
Q1 		$254K Hold
500
– – 0.08% 87
2024
Q4 		$249K Hold
500
– – 0.1% 85
2024
Q3 		$258K Sell
500
-105
-17% -$52K 0.09% 89
2024
Q2 		$270K Hold
605
– – 0.11% 67
2024
Q1 		$257K Hold
605
– – 0.12% 66
2023
Q4 		$267K Hold
605
– – 0.13% 69
2023
Q3 		$221K Sell
605
-80
-12% -$31.5K 0.11% 72
2023
Q2 		$275K Sell
685
-14
-2% -$5.12K 0.14% 68
2023
Q1 		$241K Hold
699
– – 0.13% 69
2022
Q4 		$234K Hold
699
– – 0.14% 71
2022
Q3 		$213K Buy
699
+10
+1% +$3.58K 0.14% 74
2022
Q2 		$232K Hold
689
– – 0.14% 80
2022
Q1 		$283K Buy
689
+37
+6% +$15.1K 0.15% 88
2021
Q4 		$308K Hold
652
– – 0.16% 91
2021
Q3 		$277K Hold
652
– – 0.15% 95
2021
Q2 		$268K Hold
652
– – 0.15% 93
2021
Q1 		$230K Buy
+652
New +$217K 0.14% 92
2020
Q4 		– Sell
-875
Closed -$316K – 99
2020
Q3 		$316K Hold
875
– – 0.22% 85
2020
Q2 		$288K Hold
875
– – 0.22% 84
2020
Q1 		$214K Hold
875
– – 0.2% 90
2019
Q4 		$239K Buy
+875
New +$227K 0.21% 92

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s SPGI Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) held its S&P Global (SPGI) position steady in Q2 2026 at 500 shares worth $204K. The position accounts for 0.05% of the portfolio, ranked #113.

Legacy Wealth Management (Mississippi) first reported a position in SPGI in Q4 2019 and has held it in 26 quarters since. The position peaked at $316K in Q3 2020. 486 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 500 shares of S&P Global worth $204K as of Q2 2026.
  • Legacy Wealth Management (Mississippi) left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up 0.05% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #113 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in S&P Global in Q4 2019 and has held it in 26 quarters since.
  • Legacy Wealth Management (Mississippi)'s S&P Global position peaked at $316K in Q3 2020.
  • 486 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.