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MASECO Private Wealth’s S&P Global SPGI Stock Holding History

MASECO Private Wealth’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 		$2.98K Sell
7
-8
-53% -$3.71K ﹤0.01% 321
2025
Q4 		$7.84K Sell
15
-6
-29% -$2.97K ﹤0.01% 373
2025
Q3 		$10.3K Hold
21
– – ﹤0.01% 179
2025
Q2 		$11.2K Buy
+21
New +$10.5K ﹤0.01% 324

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

MASECO Private Wealth's SPGI Position: Q1 2026 in Review

MASECO Private Wealth reduced its S&P Global (SPGI) stake by 53% in Q1 2026, selling an estimated $3.71K and leaving 7 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

MASECO Private Wealth first reported a position in SPGI in Q2 2025 and has held it in 4 quarters since. The position peaked at $11.2K in Q2 2025. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • MASECO Private Wealth held 7 shares of S&P Global worth $2.98K as of Q1 2026.
  • MASECO Private Wealth sold 8 S&P Global shares in Q1 2026, an estimated $3.71K.
  • S&P Global made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #321 holding.
  • MASECO Private Wealth first reported a position in S&P Global in Q2 2025 and has held it in 4 quarters since.
  • MASECO Private Wealth's S&P Global position peaked at $11.2K in Q2 2025.
  • 2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.