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 $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

Mission Wealth Management's SPGI Position: Q1 2026 in Review

Mission Wealth Management increased its S&P Global (SPGI) stake by 0.65% in Q1 2026, buying an estimated $13.9K and bringing the position to 4,631 shares worth $1.97M. The position accounts for 0.04% of the portfolio, ranked #216.

Mission Wealth Management first reported a position in SPGI in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.41M in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Mission Wealth Management held 4,631 shares of S&P Global worth $1.97M as of Q1 2026.
  • Mission Wealth Management bought 30 S&P Global shares in Q1 2026, an estimated $13.9K.
  • S&P Global made up 0.04% of Mission Wealth Management's portfolio in Q1 2026, its #216 holding.
  • Mission Wealth Management first reported a position in S&P Global in Q4 2021 and has held it in 18 quarters since.
  • Mission Wealth Management's S&P Global position peaked at $2.41M in Q2 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.