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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.6K Buy
26
+19
+271% +$8.02K ﹤0.01% 247
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

MASECO Private Wealth's SPGI Position: Q2 2026 in Review

MASECO Private Wealth increased its S&P Global (SPGI) stake by 271% in Q2 2026, buying an estimated $8.02K and bringing the position to 26 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

MASECO Private Wealth first reported a position in SPGI in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.2K in Q2 2025. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • MASECO Private Wealth held 26 shares of S&P Global worth $10.6K as of Q2 2026.
  • MASECO Private Wealth bought 19 S&P Global shares in Q2 2026, an estimated $8.02K.
  • S&P Global made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #247 holding.
  • MASECO Private Wealth first reported a position in S&P Global in Q2 2025 and has held it in 5 quarters since.
  • MASECO Private Wealth's S&P Global position peaked at $11.2K in Q2 2025.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.