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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
Q2 		$682K Buy
1,675
+23
+1% +$9.71K 0.01% 629
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 $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 $3.37T AUM 44.26% 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

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

Modern Wealth Management increased its S&P Global (SPGI) stake by 1.4% in Q2 2026, buying an estimated $9.71K and bringing the position to 1,675 shares worth $682K. The position accounts for 0.01% of the portfolio, ranked #629.

Modern Wealth Management first reported a position in SPGI in Q1 2025 and has held it in 6 quarters since. The position peaked at $758K in Q4 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Modern Wealth Management held 1,675 shares of S&P Global worth $682K as of Q2 2026.
  • Modern Wealth Management bought 23 S&P Global shares in Q2 2026, an estimated $9.71K.
  • S&P Global made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #629 holding.
  • Modern Wealth Management first reported a position in S&P Global in Q1 2025 and has held it in 6 quarters since.
  • Modern Wealth Management's S&P Global position peaked at $758K in Q4 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.