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Oak Harbor Wealth Partners’s S&P Global SPGI Stock Holding History

Oak Harbor Wealth Partners’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 		– Sell
-1,955
Closed -$832K – 284
2026
Q1 		$832K Buy
1,955
+267
+16% +$124K 0.19% 106
2025
Q4 		$882K Buy
1,688
+166
+11% +$82.1K 0.21% 104
2025
Q3 		$741K Buy
1,522
+111
+8% +$59.4K 0.18% 108
2025
Q2 		$744K Sell
1,411
-17
-1% -$8.48K 0.2% 104
2025
Q1 		$726K Sell
1,428
-97
-6% -$49.6K 0.21% 99
2024
Q4 		$759K Sell
1,525
-4
-0.3% -$2.03K 0.22% 95
2024
Q3 		$790K Sell
1,529
-2
-0.1% -$990 0.23% 99
2024
Q2 		$683K Buy
1,531
+7
+0.5% +$3K 0.21% 96
2024
Q1 		$649K Buy
1,524
+28
+2% +$12.1K 0.2% 103
2023
Q4 		$659K Sell
1,496
-251
-14% -$99.1K 0.22% 97
2023
Q3 		$638K Buy
1,747
+93
+6% +$36.6K 0.23% 98
2023
Q2 		$663K Sell
1,654
-77
-4% -$28.1K 0.23% 91
2023
Q1 		$597K Buy
1,731
+236
+16% +$83.1K 0.22% 98
2022
Q4 		$501K Buy
1,495
+68
+5% +$22.4K 0.19% 99
2022
Q3 		$436K Buy
1,427
+119
+9% +$42.6K 0.17% 101
2022
Q2 		$441K Buy
1,308
+390
+42% +$139K 0.18% 98
2022
Q1 		$377K Buy
+918
New +$374K 0.12% 118

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

Oak Harbor Wealth Partners's SPGI Position: Q2 2026 in Review

Oak Harbor Wealth Partners sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 1,955 shares — an estimated $832K sold.

Oak Harbor Wealth Partners first reported a position in SPGI in Q1 2022 and held it in 17 quarters. The position peaked at $882K in Q4 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Oak Harbor Wealth Partners reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 1,955 S&P Global shares in Q2 2026, an estimated $832K.
  • Oak Harbor Wealth Partners first reported a position in S&P Global in Q1 2022 and held it in 17 quarters.
  • Oak Harbor Wealth Partners's S&P Global position peaked at $882K in Q4 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.