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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
Q2 		$37.1K Sell
91
-120
-57% -$50.7K 0.01% 524
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 $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

Medallion Wealth Advisors's SPGI Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its S&P Global (SPGI) stake by 57% in Q2 2026, selling an estimated $50.7K and leaving 91 shares worth $37.1K. The position accounts for 0.01% of the portfolio, ranked #524.

Medallion Wealth Advisors first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $112K in Q2 2025. 2,024 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Medallion Wealth Advisors held 91 shares of S&P Global worth $37.1K as of Q2 2026.
  • Medallion Wealth Advisors sold 120 S&P Global shares in Q2 2026, an estimated $50.7K.
  • S&P Global made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #524 holding.
  • Medallion Wealth Advisors first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's S&P Global position peaked at $112K in Q2 2025.
  • 2,024 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.