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

Meridian Wealth Partners’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 		$515K Sell
1,265
-189
-13% -$79.8K 0.06% 67
2026
Q1 		$619K Sell
1,454
-318
-18% -$148K 0.08% 53
2025
Q4 		$926K Sell
1,772
-1
-0.1% -$495 0.13% 44
2025
Q3 		$863K Sell
1,773
-17
-0.9% -$9.1K 0.12% 47
2025
Q2 		$944K Buy
1,790
+2
+0.1% +$998 0.14% 44
2025
Q1 		$909K Sell
1,788
-45
-2% -$23K 0.15% 43
2024
Q4 		$913K Buy
1,833
+4
+0.2% +$2.03K 0.14% 44
2024
Q3 		$945K Sell
1,829
-6
-0.3% -$2.97K 0.15% 43
2024
Q2 		$819K Buy
1,835
+24
+1% +$10.3K 0.14% 42
2024
Q1 		$771K Buy
1,811
+19
+1% +$8.23K 0.14% 42
2023
Q4 		$790K Buy
1,792
+16
+0.9% +$6.31K 0.15% 41
2023
Q3 		$649K Buy
1,776
+14
+0.8% +$5.5K 0.14% 42
2023
Q2 		$706K Buy
1,762
+38
+2% +$13.9K 0.15% 40
2023
Q1 		$594K Buy
1,724
+37
+2% +$13K 0.13% 40
2022
Q4 		$565K Sell
1,687
-13
-0.8% -$4.29K 0.13% 40
2022
Q3 		$519K Buy
1,700
+17
+1% +$6.08K 0.13% 43
2022
Q2 		$568K Buy
1,683
+75
+5% +$26.7K 0.13% 41
2022
Q1 		$660K Sell
1,608
-35
-2% -$14.3K 0.14% 42
2021
Q4 		$776K Buy
1,643
+7
+0.4% +$3.2K 0.16% 40
2021
Q3 		$695K Buy
1,636
+3
+0.2% +$1.3K 0.15% 40
2021
Q2 		$670K Hold
1,633
– – 0.16% 40
2021
Q1 		$577K Buy
1,633
+33
+2% +$11K 0.17% 38
2020
Q4 		$526K Hold
1,600
– – 0.22% 33
2020
Q3 		$577K Hold
1,600
– – 0.29% 31
2020
Q2 		$527K Hold
1,600
– – 0.28% 29
2020
Q1 		$392K Hold
1,600
– – 0.23% 34
2019
Q4 		$437K Buy
+1,600
New +$416K 0.27% 31

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 Partners's SPGI Position: Q2 2026 in Review

Meridian Wealth Partners reduced its S&P Global (SPGI) stake by 13% in Q2 2026, selling an estimated $79.8K and leaving 1,265 shares worth $515K. The position accounts for 0.06% of the portfolio, ranked #67.

Meridian Wealth Partners first reported a position in SPGI in Q4 2019 and has held it in 27 quarters since. The position peaked at $945K in Q3 2024. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Meridian Wealth Partners held 1,265 shares of S&P Global worth $515K as of Q2 2026.
  • Meridian Wealth Partners sold 189 S&P Global shares in Q2 2026, an estimated $79.8K.
  • S&P Global made up 0.06% of Meridian Wealth Partners's portfolio in Q2 2026, its #67 holding.
  • Meridian Wealth Partners first reported a position in S&P Global in Q4 2019 and has held it in 27 quarters since.
  • Meridian Wealth Partners's S&P Global position peaked at $945K in Q3 2024.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.