Merited Wealth’s S&P Global SPGI Stock Holding History

Merited Wealth’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	–	Sell	-134	Closed	-$70K	–	252
2025 Q4	$70K	Buy	+134	New	+$66.3K	0.06%	102

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Merited Wealth's SPGI Position: Q1 2026 in Review

Merited Wealth sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 134 shares — an estimated $70K sold.

Merited Wealth first reported a position in SPGI in Q4 2025 and held it in 1 quarter. The position peaked at $70K in Q4 2025. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Merited Wealth reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Merited Wealth sold 134 S&P Global shares in Q1 2026, an estimated $70K.
Merited Wealth first reported a position in S&P Global in Q4 2025 and held it in 1 quarter.
Merited Wealth's S&P Global position peaked at $70K in Q4 2025.
2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Merited Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.