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

Moran 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	$9.26M	Sell	22,732 -1,591	-7%	-$672K	0.25%	131
2026 Q1	$10.3M	Sell	24,323 -1,839	-7%	-$854K	0.32%	106
2025 Q4	$13.7M	Buy	26,162 +68	+0.3%	+$33.6K	0.42%	75
2025 Q3	$12.7M	Sell	26,094 -743	-3%	-$398K	0.38%	82
2025 Q2	$14.2M	Sell	26,837 -283	-1%	-$141K	0.44%	69
2025 Q1	$13.8M	Sell	27,120 -745	-3%	-$381K	0.46%	72
2024 Q4	$13.9M	Sell	27,865 -131	-0.5%	-$66.5K	0.44%	81
2024 Q3	$14.5M	Sell	27,996 -296	-1%	-$146K	0.45%	76
2024 Q2	$12.6M	Buy	28,292 +803	+3%	+$345K	0.42%	81
2024 Q1	$11.7M	Buy	27,489 +618	+2%	+$268K	0.38%	90
2023 Q4	$11.8M	Buy	+26,871	New	+$10.6M	0.42%	80

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

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

Moran Wealth Management reduced its S&P Global (SPGI) stake by 6.5% in Q2 2026, selling an estimated $672K and leaving 22,732 shares worth $9.26M. The position accounts for 0.25% of the portfolio, ranked #131.

Moran Wealth Management first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.5M in Q3 2024. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Moran Wealth Management held 22,732 shares of S&P Global worth $9.26M as of Q2 2026.
Moran Wealth Management sold 1,591 S&P Global shares in Q2 2026, an estimated $672K.
S&P Global made up 0.25% of Moran Wealth Management's portfolio in Q2 2026, its #131 holding.
Moran Wealth Management first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
Moran Wealth Management's S&P Global position peaked at $14.5M in Q3 2024.
2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.