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

Mosley 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 		$1.22K Sell
3
-73
-96% -$30.8K ﹤0.01% 546
2026
Q1 		$37K Buy
+76
New +$35.3K 0.02% 215

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

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

Mosley Wealth Management reduced its S&P Global (SPGI) stake by 96% in Q2 2026, selling an estimated $30.8K and leaving 3 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Mosley Wealth Management first reported a position in SPGI in Q1 2026 and has held it in 2 quarters since. The position peaked at $37K in Q1 2026. 1,142 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Mosley Wealth Management held 3 shares of S&P Global worth $1.22K as of Q2 2026.
  • Mosley Wealth Management sold 73 S&P Global shares in Q2 2026, an estimated $30.8K.
  • S&P Global made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #546 holding.
  • Mosley Wealth Management first reported a position in S&P Global in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's S&P Global position peaked at $37K in Q1 2026.
  • 1,142 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.