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

Meridian Wealth Management’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 		– Sell
-6,484
Closed -$2.76M – 863
2026
Q1 		$2.76M Sell
6,484
-466
-7% -$216K 0.1% 187
2025
Q4 		$3.63M Buy
6,950
+1
+0% +$495 0.13% 147
2025
Q3 		$3.38M Buy
6,949
+148
+2% +$79.2K 0.13% 149
2025
Q2 		$3.59M Buy
6,801
+136
+2% +$67.9K 0.15% 141
2025
Q1 		$3.39M Sell
6,665
-35
-0.5% -$17.9K 0.16% 138
2024
Q4 		$3.34M Sell
6,700
-398
-6% -$202K 0.16% 138
2024
Q3 		$3.67M Buy
7,098
+783
+12% +$388K 0.18% 123
2024
Q2 		$2.82M Buy
+6,315
New +$2.71M 0.34% 63
2024
Q1 		– Sell
-5,707
Closed -$2.51M – 484
2023
Q4 		$2.51M Buy
+5,707
New +$2.25M 0.16% 148
2020
Q4 		– Sell
-935
Closed -$337K – 348
2020
Q3 		$337K Buy
935
+3
+0.3% +$1.06K 0.08% 177
2020
Q2 		$307K Sell
932
-5
-0.5% -$1.5K 0.1% 159
2020
Q1 		$229K Sell
937
-60
-6% -$16.5K 0.1% 174
2019
Q4 		$272K Buy
+997
New +$259K 0.13% 160
2019
Q3 		– Sell
-125
Closed -$285 – 442
2019
Q2 		$285 Buy
+125
New +$27.3K 0.01% 469
2018
Q4 		– Sell
-1,125
Closed -$220K – 189
2018
Q3 		$220K Buy
+1,125
New +$232K 0.09% 152

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

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

Meridian Wealth Management sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 6,484 shares — an estimated $2.76M sold.

Meridian Wealth Management first reported a position in SPGI in Q3 2018 and held it in 15 quarters. The position peaked at $3.67M in Q3 2024. 1,142 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Meridian Wealth Management reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Meridian Wealth Management sold 6,484 S&P Global shares in Q2 2026, an estimated $2.76M.
  • Meridian Wealth Management first reported a position in S&P Global in Q3 2018 and held it in 15 quarters.
  • Meridian Wealth Management's S&P Global position peaked at $3.67M in Q3 2024.
  • 1,142 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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