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

Mascoma 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	$103K	Buy	252 +71	+39%	+$30K	0.02%	135
2026 Q1	$77K	Buy	181 +3	+2%	+$1.39K	0.02%	153
2025 Q4	$93K	Buy	178 +4	+2%	+$1.98K	0.02%	139
2025 Q3	$84.7K	Hold	174	–	–	0.02%	152
2025 Q2	$91.7K	Hold	174	–	–	0.02%	142
2025 Q1	$88.4K	Sell	174 -16	-8%	-$8.18K	0.02%	145
2024 Q4	$94.6K	Buy	190 +5	+3%	+$2.54K	0.02%	146
2024 Q3	$95.6K	Hold	185	–	–	0.02%	145
2024 Q2	$82.5K	Buy	185 +16	+9%	+$6.86K	0.02%	150
2024 Q1	$71.9K	Hold	169	–	–	0.02%	150
2023 Q4	$74.4K	Hold	169	–	–	0.02%	152
2023 Q3	$61.8K	Buy	169 +85	+101%	+$33.4K	0.02%	165
2023 Q2	$32.5K	Hold	84	–	–	0.01%	222
2023 Q1	$30.5K	Hold	84	–	–	0.01%	289
2022 Q4	$28.1K	Hold	84	–	–	0.01%	296
2022 Q3	$26K	Hold	84	–	–	0.01%	309
2022 Q2	$28K	Hold	84	–	–	0.01%	311
2022 Q1	$34K	Buy	+84	New	+$34.2K	0.01%	316

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

Mascoma Wealth Management's SPGI Position: Q2 2026 in Review

Mascoma Wealth Management increased its S&P Global (SPGI) stake by 39% in Q2 2026, buying an estimated $30K and bringing the position to 252 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #135.

Mascoma Wealth Management first reported a position in SPGI in Q1 2022 and has held it in 18 quarters since. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Mascoma Wealth Management held 252 shares of S&P Global worth $103K as of Q2 2026.
Mascoma Wealth Management bought 71 S&P Global shares in Q2 2026, an estimated $30K.
S&P Global made up 0.02% of Mascoma Wealth Management's portfolio in Q2 2026, its #135 holding.
Mascoma Wealth Management first reported a position in S&P Global in Q1 2022 and has held it in 18 quarters since.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.