Novak & Powell Financial Services’s S&P Global SPGI Stock Holding History

Novak & Powell Financial Services’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 Q1	–	Sell	-457	Closed	-$239K	–	170
2025 Q4	$239K	Sell	457 -9	-2%	-$4.45K	0.12%	140
2025 Q3	$227K	Hold	466	–	–	0.12%	149
2025 Q2	$245K	Hold	466	–	–	0.17%	124
2025 Q1	$237K	Hold	466	–	–	0.15%	134
2024 Q4	$232K	Hold	466	–	–	0.14%	132
2024 Q3	$240K	Hold	466	–	–	0.14%	140
2024 Q2	$208K	Buy	+466	New	+$200K	0.13%	142
2024 Q1	–	Sell	-466	Closed	-$205K	–	156
2023 Q4	$205K	Buy	+466	New	+$184K	0.14%	139

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Novak & Powell Financial Services's SPGI Position: Q1 2026 in Review

Novak & Powell Financial Services sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 457 shares — an estimated $239K sold.

Novak & Powell Financial Services first reported a position in SPGI in Q4 2023 and held it in 8 quarters. The position peaked at $245K in Q2 2025. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Novak & Powell Financial Services reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Novak & Powell Financial Services sold 457 S&P Global shares in Q1 2026, an estimated $239K.
Novak & Powell Financial Services first reported a position in S&P Global in Q4 2023 and held it in 8 quarters.
Novak & Powell Financial Services's S&P Global position peaked at $245K in Q2 2025.
2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.