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Medallion Wealth Advisors’s S&P Global SPGI Stock Holding History

Medallion Wealth Advisors’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 		$90.2K Hold
211
– – 0.03% 375
2025
Q4 		$111K Hold
211
– – 0.04% 339
2025
Q3 		$103K Hold
211
– – 0.04% 352
2025
Q2 		$112K Hold
211
– – 0.04% 329
2025
Q1 		$108K Buy
211
+28
+15% +$14.3K 0.05% 297
2024
Q4 		$92.2K Buy
+183
New +$92.9K 0.05% 316

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

Medallion Wealth Advisors's SPGI Position: Q1 2026 in Review

Medallion Wealth Advisors held its S&P Global (SPGI) position steady in Q1 2026 at 211 shares worth $90.2K. The position accounts for 0.03% of the portfolio, ranked #375.

Medallion Wealth Advisors first reported a position in SPGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $112K in Q2 2025. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Medallion Wealth Advisors held 211 shares of S&P Global worth $90.2K as of Q1 2026.
  • Medallion Wealth Advisors left its S&P Global share count unchanged in Q1 2026.
  • S&P Global made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #375 holding.
  • Medallion Wealth Advisors first reported a position in S&P Global in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's S&P Global position peaked at $112K in Q2 2025.
  • 2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.