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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
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 $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

Meridian Wealth Partners's SPGI Position: Q1 2026 in Review

Meridian Wealth Partners reduced its S&P Global (SPGI) stake by 18% in Q1 2026, selling an estimated $148K and leaving 1,454 shares worth $619K. The position accounts for 0.08% of the portfolio, ranked #53.

Meridian Wealth Partners first reported a position in SPGI in Q4 2019 and has held it in 26 quarters since. The position peaked at $945K in Q3 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Meridian Wealth Partners held 1,454 shares of S&P Global worth $619K as of Q1 2026.
  • Meridian Wealth Partners sold 318 S&P Global shares in Q1 2026, an estimated $148K.
  • S&P Global made up 0.08% of Meridian Wealth Partners's portfolio in Q1 2026, its #53 holding.
  • Meridian Wealth Partners first reported a position in S&P Global in Q4 2019 and has held it in 26 quarters since.
  • Meridian Wealth Partners's S&P Global position peaked at $945K in Q3 2024.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.