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Leo Wealth LLC’s S&P Global SPGI Stock Holding History

Leo Wealth LLC’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 		$1.54M Sell
3,610
-236
-6% -$110K 0.11% 149
2025
Q4 		$2.01M Buy
3,846
+2,832
+279% +$1.4M 0.15% 119
2025
Q3 		$494K Sell
1,014
-2,765
-73% -$1.48M 0.06% 178
2025
Q2 		$1.99M Buy
3,779
+2,779
+278% +$1.39M 0.15% 120
2025
Q1 		$508K Sell
1,000
-1,531
-60% -$782K 0.07% 174
2024
Q4 		$1.26M Buy
2,531
+1,555
+159% +$789K 0.11% 133
2024
Q3 		$504K Sell
976
-27
-3% -$13.4K 0.05% 225
2024
Q2 		$447K Sell
1,003
-217
-18% -$93.1K 0.05% 231
2024
Q1 		$519K Sell
1,220
-76
-6% -$32.9K 0.05% 209
2023
Q4 		$569K Buy
+1,296
New +$511K 0.06% 191

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

Leo Wealth LLC's SPGI Position: Q1 2026 in Review

Leo Wealth LLC reduced its S&P Global (SPGI) stake by 6.1% in Q1 2026, selling an estimated $110K and leaving 3,610 shares worth $1.54M. The position accounts for 0.11% of the portfolio, ranked #149.

Leo Wealth LLC first reported a position in SPGI in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.01M in Q4 2025. 2,121 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Leo Wealth LLC held 3,610 shares of S&P Global worth $1.54M as of Q1 2026.
  • Leo Wealth LLC sold 236 S&P Global shares in Q1 2026, an estimated $110K.
  • S&P Global made up 0.11% of Leo Wealth LLC's portfolio in Q1 2026, its #149 holding.
  • Leo Wealth LLC first reported a position in S&P Global in Q4 2023 and has held it in 10 quarters since.
  • Leo Wealth LLC's S&P Global position peaked at $2.01M in Q4 2025.
  • 2,121 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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