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 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 $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

Outlook Wealth Advisors's SPGI Position: Q1 2026 in Review

Outlook Wealth Advisors held its S&P Global (SPGI) position steady in Q1 2026 at 1,955 shares worth $831K. The position accounts for 0.2% of the portfolio, ranked #107.

Outlook Wealth Advisors first reported a position in SPGI in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.13M in Q2 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Outlook Wealth Advisors held 1,955 shares of S&P Global worth $831K as of Q1 2026.
Outlook Wealth Advisors left its S&P Global share count unchanged in Q1 2026.
S&P Global made up 0.2% of Outlook Wealth Advisors's portfolio in Q1 2026, its #107 holding.
Outlook Wealth Advisors first reported a position in S&P Global in Q1 2022 and has held it in 17 quarters since.
Outlook Wealth Advisors's S&P Global position peaked at $1.13M in Q2 2024.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.