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

Mission 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	$2.41M	Buy	6,244 +1,613	+35%	+$681K	0.03%	273
2026 Q1	$1.97M	Buy	4,631 +30	+0.7%	+$13.9K	0.04%	216
2025 Q4	$2.4M	Sell	4,601 -45	-1%	-$22.3K	0.05%	196
2025 Q3	$2.26M	Buy	4,646 +72	+2%	+$38.6K	0.04%	207
2025 Q2	$2.41M	Buy	4,574 +25	+0.5%	+$12.5K	0.05%	191
2025 Q1	$2.31M	Buy	4,549 +191	+4%	+$97.6K	0.06%	178
2024 Q4	$2.17M	Buy	4,358 +549	+14%	+$279K	0.05%	175
2024 Q3	$1.97M	Buy	3,809 +79	+2%	+$39.1K	0.05%	181
2024 Q2	$1.66M	Buy	3,730 +253	+7%	+$109K	0.04%	190
2024 Q1	$1.48M	Buy	3,477 +1,449	+71%	+$628K	0.04%	219
2023 Q4	$893K	Buy	2,028 +203	+11%	+$80.1K	0.03%	262
2023 Q3	$667K	Buy	1,825 +41	+2%	+$16.1K	0.02%	292
2023 Q2	$715K	Buy	1,784 +406	+29%	+$148K	0.03%	282
2023 Q1	$475K	Buy	1,378 +29	+2%	+$10.2K	0.02%	352
2022 Q4	$452K	Buy	1,349 +15	+1%	+$4.94K	0.02%	340
2022 Q3	$407K	Buy	1,334 +95	+8%	+$34K	0.02%	328
2022 Q2	$418K	Buy	1,239 +17	+1%	+$6.06K	0.02%	336
2022 Q1	$501K	Buy	1,222 +327	+37%	+$133K	0.02%	312
2021 Q4	$422K	Buy	+895	New	+$409K	0.02%	354

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Mission Wealth Management increased its S&P Global (SPGI) stake by 35% in Q2 2026, buying an estimated $681K and bringing the position to 6,244 shares worth $2.41M. The position accounts for 0.03% of the portfolio, ranked #273.

Mission Wealth Management first reported a position in SPGI in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.41M in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Mission Wealth Management held 6,244 shares of S&P Global worth $2.41M as of Q2 2026.
Mission Wealth Management bought 1,613 S&P Global shares in Q2 2026, an estimated $681K.
S&P Global made up 0.03% of Mission Wealth Management's portfolio in Q2 2026, its #273 holding.
Mission Wealth Management first reported a position in S&P Global in Q4 2021 and has held it in 19 quarters since.
Mission Wealth Management's S&P Global position peaked at $2.41M in Q2 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.