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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Oak Harbor Wealth Partners's SPGI Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its S&P Global (SPGI) stake by 16% in Q1 2026, buying an estimated $124K and bringing the position to 1,955 shares worth $832K. The position accounts for 0.19% of the portfolio, ranked #106.

Oak Harbor Wealth Partners first reported a position in SPGI in Q1 2022 and has held it in 17 quarters since. The position peaked at $882K in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Oak Harbor Wealth Partners held 1,955 shares of S&P Global worth $832K as of Q1 2026.
  • Oak Harbor Wealth Partners bought 267 S&P Global shares in Q1 2026, an estimated $124K.
  • S&P Global made up 0.19% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #106 holding.
  • Oak Harbor Wealth Partners first reported a position in S&P Global in Q1 2022 and has held it in 17 quarters since.
  • Oak Harbor Wealth Partners's S&P Global position peaked at $882K in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.