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One Wealth Advisors’s S&P Global SPGI Stock Holding History

One Wealth Advisors’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 		$1.01M Buy
2,476
+443
+22% +$187K 0.11% 102
2026
Q1 		$865K Buy
2,033
+250
+14% +$116K 0.11% 105
2025
Q4 		$932K Sell
1,783
-181
-9% -$89.6K 0.11% 98
2025
Q3 		$956K Buy
1,964
+69
+4% +$36.9K 0.12% 97
2025
Q2 		$999K Buy
1,895
+6
+0.3% +$2.99K 0.14% 91
2025
Q1 		$960K Buy
1,889
+448
+31% +$229K 0.14% 92
2024
Q4 		$718K Hold
1,441
– – 0.11% 100
2024
Q3 		$744K Sell
1,441
-8
-0.6% -$3.96K 0.11% 94
2024
Q2 		$708K Buy
1,449
+48
+3% +$20.6K 0.15% 76
2024
Q1 		$596K Buy
1,401
+277
+25% +$120K 0.1% 111
2023
Q4 		$495K Buy
1,124
+8
+0.7% +$3.16K 0.1% 108
2023
Q3 		$408K Sell
1,116
-9
-0.8% -$3.54K 0.09% 111
2023
Q2 		$451K Buy
1,125
+10
+0.9% +$3.65K 0.1% 115
2023
Q1 		$384K Buy
1,115
+222
+25% +$78.1K 0.09% 124
2022
Q4 		$299K Sell
893
-79
-8% -$26K 0.07% 146
2022
Q3 		$297K Buy
972
+106
+12% +$37.9K 0.1% 118
2022
Q2 		$292K Buy
866
+35
+4% +$12.5K 0.08% 137
2022
Q1 		$341K Buy
831
+71
+9% +$28.9K 0.08% 127
2021
Q4 		$359K Buy
760
+8
+1% +$3.66K 0.09% 114
2021
Q3 		$320K Hold
752
– – 0.09% 137
2021
Q2 		$309K Buy
752
+159
+27% +$61.1K 0.1% 119
2021
Q1 		$209K Buy
+593
New +$197K 0.08% 143
2019
Q2 		– Sell
-43
Closed -$9K – 424
2019
Q1 		$9K Buy
+43
New +$8.33K 0.01% 327
2018
Q4 		– Sell
-86
Closed -$17K – 418
2018
Q3 		$17K Hold
86
– – 0.01% 329
2018
Q2 		$18K Hold
86
– – 0.01% 316
2018
Q1 		$16K Hold
86
– – 0.01% 306
2017
Q4 		$15K Buy
+86
New +$14K 0.01% 344

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

One Wealth Advisors's SPGI Position: Q2 2026 in Review

One Wealth Advisors increased its S&P Global (SPGI) stake by 22% in Q2 2026, buying an estimated $187K and bringing the position to 2,476 shares worth $1.01M. The position accounts for 0.11% of the portfolio, ranked #102.

One Wealth Advisors first reported a position in SPGI in Q4 2017 and has held it in 27 quarters since. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • One Wealth Advisors held 2,476 shares of S&P Global worth $1.01M as of Q2 2026.
  • One Wealth Advisors bought 443 S&P Global shares in Q2 2026, an estimated $187K.
  • S&P Global made up 0.11% of One Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • One Wealth Advisors first reported a position in S&P Global in Q4 2017 and has held it in 27 quarters since.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.