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

Oakwell Private 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
2025
Q3 		– Sell
-1,749
Closed -$922K – 80
2025
Q2 		$922K Buy
1,749
+376
+27% +$188K 0.21% 40
2025
Q1 		$698K Buy
+1,373
New +$702K 0.19% 40

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oakwell Private Wealth Management's SPGI Position: Q3 2025 in Review

Oakwell Private Wealth Management sold out of S&P Global (SPGI) in Q3 2025, closing a stake of 1,749 shares — an estimated $922K sold.

Oakwell Private Wealth Management first reported a position in SPGI in Q1 2025 and held it in 2 quarters. The position peaked at $922K in Q2 2025. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • Oakwell Private Wealth Management reported no remaining S&P Global position as of Q3 2025 after selling out during the quarter.
  • Oakwell Private Wealth Management sold 1,749 S&P Global shares in Q3 2025, an estimated $922K.
  • Oakwell Private Wealth Management first reported a position in S&P Global in Q1 2025 and held it in 2 quarters.
  • Oakwell Private Wealth Management's S&P Global position peaked at $922K in Q2 2025.
  • 2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Oakwell Private Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.