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

Nova 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 		$13.4K Sell
33
-13
-28% -$5.49K 0.01% 371
2026
Q1 		$19.4K Sell
46
-5
-10% -$2.32K 0.01% 305
2025
Q4 		$26.5K Sell
51
-10
-16% -$4.95K 0.02% 255
2025
Q3 		$29.5K Sell
61
-5
-8% -$2.68K 0.02% 258
2025
Q2 		$34.6K Sell
66
-2
-3% -$998 0.03% 253
2025
Q1 		$34.6K Buy
68
+18
+36% +$9.2K 0.03% 237
2024
Q4 		$24.9K Buy
+50
New +$25.4K 0.02% 219

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

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

Nova Wealth Management reduced its S&P Global (SPGI) stake by 28% in Q2 2026, selling an estimated $5.49K and leaving 33 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #371.

Nova Wealth Management first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.6K in Q2 2025. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Nova Wealth Management held 33 shares of S&P Global worth $13.4K as of Q2 2026.
  • Nova Wealth Management sold 13 S&P Global shares in Q2 2026, an estimated $5.49K.
  • S&P Global made up 0.01% of Nova Wealth Management's portfolio in Q2 2026, its #371 holding.
  • Nova Wealth Management first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's S&P Global position peaked at $34.6K in Q2 2025.
  • 2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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