MWM
SPGI icon

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
Q1 		– Sell
-100
Closed -$52.3K – 774
2025
Q4 		$52.3K Hold
100
– – ﹤0.01% 728
2025
Q3 		$48.7K Buy
+100
New +$53.5K ﹤0.01% 699

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 $3.38T AUM 44.17% 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

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. 2,027 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.
  • 2,027 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.