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

Modern 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 		$702K Buy
1,652
+202
+14% +$93.8K 0.01% 496
2025
Q4 		$758K Buy
1,450
+343
+31% +$170K 0.01% 459
2025
Q3 		$538K Buy
1,107
+30
+3% +$16.1K 0.01% 493
2025
Q2 		$568K Buy
1,077
+552
+105% +$275K 0.01% 458
2025
Q1 		$267K Buy
+525
New +$268K 0.01% 566

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

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

Modern Wealth Management increased its S&P Global (SPGI) stake by 14% in Q1 2026, buying an estimated $93.8K and bringing the position to 1,652 shares worth $702K. The position accounts for 0.01% of the portfolio, ranked #496.

Modern Wealth Management first reported a position in SPGI in Q1 2025 and has held it in 5 quarters since. The position peaked at $758K in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Modern Wealth Management held 1,652 shares of S&P Global worth $702K as of Q1 2026.
  • Modern Wealth Management bought 202 S&P Global shares in Q1 2026, an estimated $93.8K.
  • S&P Global made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #496 holding.
  • Modern Wealth Management first reported a position in S&P Global in Q1 2025 and has held it in 5 quarters since.
  • Modern Wealth Management's S&P Global position peaked at $758K in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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