Omnia Family Wealth’s S&P Global SPGI Stock Holding History

Omnia Family Wealth’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	-397	Closed	-$207K	–	107
2025 Q4	$207K	Sell	397 -24	-6%	-$11.9K	0.06%	99
2025 Q3	$205K	Buy	421 +14	+3%	+$7.5K	0.07%	97
2025 Q2	$215K	Buy	+407	New	+$203K	0.08%	93
2017 Q3	–	Sell	-31	Closed	-$5K	–	680
2017 Q2	$5K	Hold	31	–	–	﹤0.01%	417
2017 Q1	$4K	Sell	31 -11	-26%	-$1.37K	﹤0.01%	466
2016 Q4	$5K	Buy	+42	New	+$5.02K	﹤0.01%	392

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

Omnia Family Wealth's SPGI Position: Q1 2026 in Review

Omnia Family Wealth sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 397 shares — an estimated $207K sold.

Omnia Family Wealth first reported a position in SPGI in Q4 2016 and held it in 6 quarters. The position peaked at $215K in Q2 2025. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Omnia Family Wealth reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Omnia Family Wealth sold 397 S&P Global shares in Q1 2026, an estimated $207K.
Omnia Family Wealth first reported a position in S&P Global in Q4 2016 and held it in 6 quarters.
Omnia Family Wealth's S&P Global position peaked at $215K in Q2 2025.
2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Omnia Family Wealth's 13F filing for Q1 2026, filed 7 May 2026.