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

Meridian 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 		$5.7M Buy
13,984
+329
+2% +$139K 0.65% 42
2026
Q1 		$5.81M Buy
13,655
+1,943
+17% +$902K 0.77% 31
2025
Q4 		$6.12M Sell
11,712
-397
-3% -$196K 0.85% 32
2025
Q3 		$5.89M Buy
12,109
+96
+0.8% +$51.4K 0.84% 33
2025
Q2 		$6.33M Buy
12,013
+303
+3% +$151K 1% 25
2025
Q1 		$5.95M Buy
11,710
+203
+2% +$104K 1.01% 27
2024
Q4 		$5.73M Buy
11,507
+252
+2% +$128K 0.95% 26
2024
Q3 		$5.81M Buy
11,255
+270
+2% +$134K 0.97% 29
2024
Q2 		$4.9M Buy
10,985
+915
+9% +$393K 0.87% 33
2024
Q1 		$4.28M Buy
10,070
+378
+4% +$164K 0.8% 35
2023
Q4 		$4.27M Buy
9,692
+373
+4% +$147K 0.93% 30
2023
Q3 		$3.41M Buy
9,319
+232
+3% +$91.2K 0.85% 32
2023
Q2 		$3.64M Buy
9,087
+390
+4% +$142K 0.88% 29
2023
Q1 		$3M Buy
8,697
+611
+8% +$215K 0.75% 36
2022
Q4 		$2.71M Buy
8,086
+2,088
+35% +$688K 0.7% 38
2022
Q3 		$1.83M Sell
5,998
-1,473
-20% -$527K 0.52% 46
2022
Q2 		$2.52M Buy
7,471
+1,354
+22% +$483K 0.67% 38
2022
Q1 		$2.51M Buy
+6,117
New +$2.49M 0.58% 45

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

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

Meridian Wealth Advisors increased its S&P Global (SPGI) stake by 2.4% in Q2 2026, buying an estimated $139K and bringing the position to 13,984 shares worth $5.7M. The position accounts for 0.65% of the portfolio, ranked #42.

Meridian Wealth Advisors first reported a position in SPGI in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.33M in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Meridian Wealth Advisors held 13,984 shares of S&P Global worth $5.7M as of Q2 2026.
  • Meridian Wealth Advisors bought 329 S&P Global shares in Q2 2026, an estimated $139K.
  • S&P Global made up 0.65% of Meridian Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • Meridian Wealth Advisors first reported a position in S&P Global in Q1 2022 and has held it in 18 quarters since.
  • Meridian Wealth Advisors's S&P Global position peaked at $6.33M in Q2 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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