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

Nicholson 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	$1.44M	Sell	3,545 -24	-0.7%	-$10.1K	0.85%	66
2026 Q1	$1.52M	Buy	3,569 +86	+2%	+$39.9K	0.88%	68
2025 Q4	$1.82M	Buy	3,483 +61	+2%	+$30.2K	1.07%	51
2025 Q3	$1.67M	Buy	3,422 +197	+6%	+$105K	0.98%	52
2025 Q2	$1.7M	Buy	3,225 +76	+2%	+$37.9K	1.05%	36
2025 Q1	$1.6M	Buy	3,149 +201	+7%	+$103K	1.05%	37
2024 Q4	$1.47M	Buy	2,948 +1,521	+107%	+$772K	0.98%	52
2024 Q3	$737K	Buy	+1,427	New	+$706K	0.61%	61

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

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

Nicholson Wealth Management Group reduced its S&P Global (SPGI) stake by 0.67% in Q2 2026, selling an estimated $10.1K and leaving 3,545 shares worth $1.44M. The position accounts for 0.85% of the portfolio, ranked #66.

Nicholson Wealth Management Group first reported a position in SPGI in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.82M in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Nicholson Wealth Management Group held 3,545 shares of S&P Global worth $1.44M as of Q2 2026.
Nicholson Wealth Management Group sold 24 S&P Global shares in Q2 2026, an estimated $10.1K.
S&P Global made up 0.85% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #66 holding.
Nicholson Wealth Management Group first reported a position in S&P Global in Q3 2024 and has held it in 8 quarters since.
Nicholson Wealth Management Group's S&P Global position peaked at $1.82M in Q4 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.