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

Outlook 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	$796K	Hold	1,955	–	–	0.17%	127
2026 Q1	$831K	Hold	1,955	–	–	0.2%	107
2025 Q4	$1.02M	Hold	1,955	–	–	0.23%	87
2025 Q3	$951K	Sell	1,955 -8	-0.4%	-$4.28K	0.24%	91
2025 Q2	$1.03M	Buy	1,963 +8	+0.4%	+$3.99K	0.27%	74
2025 Q1	$993K	Hold	1,955	–	–	0.28%	69
2024 Q4	$973K	Hold	1,955	–	–	0.28%	66
2024 Q3	$1.01M	Sell	1,955 -570	-23%	-$282K	0.29%	64
2024 Q2	$1.13M	Buy	2,525 +20	+0.8%	+$8.58K	0.35%	55
2024 Q1	$1.07M	Hold	2,505	–	–	0.33%	62
2023 Q4	$1.1M	Hold	2,505	–	–	0.39%	55
2023 Q3	$915K	Hold	2,505	–	–	0.35%	68
2023 Q2	$1M	Hold	2,505	–	–	0.38%	57
2023 Q1	$864K	Hold	2,505	–	–	0.38%	64
2022 Q4	$839K	Sell	2,505 -158	-6%	-$52.1K	0.4%	62
2022 Q3	$813K	Hold	2,663	–	–	0.36%	62
2022 Q2	$898K	Buy	2,663 +1	+0%	+$356	0.37%	66
2022 Q1	$1.09M	Buy	+2,662	New	+$1.08M	0.37%	66

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Outlook Wealth Advisors held its S&P Global (SPGI) position steady in Q2 2026 at 1,955 shares worth $796K. The position accounts for 0.17% of the portfolio, ranked #127.

Outlook Wealth Advisors first reported a position in SPGI in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.13M in Q2 2024. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Outlook Wealth Advisors held 1,955 shares of S&P Global worth $796K as of Q2 2026.
Outlook Wealth Advisors left its S&P Global share count unchanged in Q2 2026.
S&P Global made up 0.17% of Outlook Wealth Advisors's portfolio in Q2 2026, its #127 holding.
Outlook Wealth Advisors first reported a position in S&P Global in Q1 2022 and has held it in 18 quarters since.
Outlook Wealth Advisors's S&P Global position peaked at $1.13M in Q2 2024.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.