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

National Wealth Management Group’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 		$419K Sell
1,029
-137
-12% -$57.9K 0.13% 137
2026
Q1 		$496K Sell
1,166
-214
-16% -$99.4K 0.18% 114
2025
Q4 		$721K Sell
1,380
-1,102
-44% -$545K 0.25% 94
2025
Q3 		$1.21M Buy
+2,482
New +$1.33M 0.46% 41

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

National Wealth Management Group's SPGI Position: Q2 2026 in Review

National Wealth Management Group reduced its S&P Global (SPGI) stake by 12% in Q2 2026, selling an estimated $57.9K and leaving 1,029 shares worth $419K. The position accounts for 0.13% of the portfolio, ranked #137.

National Wealth Management Group first reported a position in SPGI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.21M in Q3 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • National Wealth Management Group held 1,029 shares of S&P Global worth $419K as of Q2 2026.
  • National Wealth Management Group sold 137 S&P Global shares in Q2 2026, an estimated $57.9K.
  • S&P Global made up 0.13% of National Wealth Management Group's portfolio in Q2 2026, its #137 holding.
  • National Wealth Management Group first reported a position in S&P Global in Q3 2025 and has held it in 4 quarters since.
  • National Wealth Management Group's S&P Global position peaked at $1.21M in Q3 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.