MGWM
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Marks Group Wealth Management’s S&P Global SPGI Stock Holding History

Marks Group 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 		$391K Buy
961
+46
+5% +$19.4K 0.03% 292
2026
Q1 		$389K Sell
915
-6,128
-87% -$2.84M 0.04% 269
2025
Q4 		$3.68M Sell
7,043
-10,614
-60% -$5.25M 0.35% 90
2025
Q3 		$8.59M Sell
17,657
-854
-5% -$457K 0.8% 47
2025
Q2 		$9.76M Buy
18,511
+62
+0.3% +$30.9K 0.91% 23
2025
Q1 		$9.37M Buy
18,449
+452
+3% +$231K 0.9% 25
2024
Q4 		$8.96M Buy
17,997
+358
+2% +$182K 0.88% 35
2024
Q3 		$9.11M Buy
17,639
+201
+1% +$99.5K 0.87% 37
2024
Q2 		$7.78M Buy
17,438
+530
+3% +$227K 0.82% 50
2024
Q1 		$7.19M Buy
16,908
+677
+4% +$293K 0.75% 61
2023
Q4 		$7.15M Buy
16,231
+437
+3% +$172K 0.81% 50
2023
Q3 		$5.77M Sell
15,794
-99
-0.6% -$38.9K 0.71% 63
2023
Q2 		$6.37M Sell
15,893
-46
-0.3% -$16.8K 0.76% 59
2023
Q1 		$5.5M Buy
15,939
+174
+1% +$61.2K 0.7% 65
2022
Q4 		$5.28M Buy
15,765
+249
+2% +$82.1K 0.72% 61
2022
Q3 		$4.74M Buy
15,516
+2,990
+24% +$1.07M 0.72% 62
2022
Q2 		$4.22M Buy
12,526
+450
+4% +$160K 0.61% 70
2022
Q1 		$4.95M Buy
12,076
+1,039
+9% +$423K 0.62% 68
2021
Q4 		$5.21M Buy
11,037
+43
+0.4% +$19.7K 0.63% 66
2021
Q3 		$4.68M Buy
10,994
+22
+0.2% +$9.53K 0.63% 69
2021
Q2 		$4.5M Buy
10,972
+137
+1% +$52.7K 0.62% 74
2021
Q1 		$3.82M Buy
10,835
+625
+6% +$208K 0.57% 81
2020
Q4 		$3.36M Buy
10,210
+689
+7% +$232K 0.52% 88
2020
Q3 		$3.43M Sell
9,521
-808
-8% -$285K 0.62% 73
2020
Q2 		$3.43M Sell
10,329
-413
-4% -$124K 0.7% 68
2020
Q1 		$2.61M Buy
10,742
+37
+0.3% +$10.1K 0.67% 72
2019
Q4 		$2.92M Buy
+10,705
New +$2.78M 0.58% 78

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

Marks Group Wealth Management's SPGI Position: Q2 2026 in Review

Marks Group Wealth Management increased its S&P Global (SPGI) stake by 5% in Q2 2026, buying an estimated $19.4K and bringing the position to 961 shares worth $391K. The position accounts for 0.03% of the portfolio, ranked #292.

Marks Group Wealth Management first reported a position in SPGI in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.76M in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Marks Group Wealth Management held 961 shares of S&P Global worth $391K as of Q2 2026.
  • Marks Group Wealth Management bought 46 S&P Global shares in Q2 2026, an estimated $19.4K.
  • S&P Global made up 0.03% of Marks Group Wealth Management's portfolio in Q2 2026, its #292 holding.
  • Marks Group Wealth Management first reported a position in S&P Global in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's S&P Global position peaked at $9.76M in Q2 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.