NWAG
SPGI icon

Net Worth Advisory Group’s S&P Global SPGI Stock Holding History

Net Worth Advisory 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 		$241K Buy
592
+8
+1% +$3.38K 0.06% 346
2026
Q1 		$249K Buy
584
+20
+4% +$9.29K 0.05% 362
2025
Q4 		$295K Buy
564
+12
+2% +$5.94K 0.06% 324
2025
Q3 		$268K Sell
552
-14
-2% -$7.5K 0.08% 322
2025
Q2 		$299K Buy
566
+14
+3% +$6.99K 0.07% 312
2025
Q1 		$281K Sell
552
-22
-4% -$11.2K 0.09% 273
2024
Q4 		$286K Sell
574
-12
-2% -$6.09K 0.09% 261
2024
Q3 		$303K Buy
+586
New +$290K 0.09% 272

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

Net Worth Advisory Group's SPGI Position: Q2 2026 in Review

Net Worth Advisory Group increased its S&P Global (SPGI) stake by 1.4% in Q2 2026, buying an estimated $3.38K and bringing the position to 592 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #346.

Net Worth Advisory Group first reported a position in SPGI in Q3 2024 and has held it in 8 quarters since. The position peaked at $303K in Q3 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Net Worth Advisory Group held 592 shares of S&P Global worth $241K as of Q2 2026.
  • Net Worth Advisory Group bought 8 S&P Global shares in Q2 2026, an estimated $3.38K.
  • S&P Global made up 0.06% of Net Worth Advisory Group's portfolio in Q2 2026, its #346 holding.
  • Net Worth Advisory Group first reported a position in S&P Global in Q3 2024 and has held it in 8 quarters since.
  • Net Worth Advisory Group's S&P Global position peaked at $303K in Q3 2024.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.