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

Palumbo 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
2026
Q2 		$973K Sell
2,389
-67
-3% -$28.3K 0.2% 81
2026
Q1 		$1.04M Sell
2,456
-26
-1% -$12.1K 0.25% 67
2025
Q4 		$1.3M Sell
2,482
-10
-0.4% -$4.95K 0.32% 59
2025
Q3 		$1.15M Buy
2,492
+11
+0.4% +$5.89K 0.37% 58
2025
Q2 		$1.31M Sell
2,481
-95
-4% -$47.4K 0.41% 57
2025
Q1 		$1.31M Buy
2,576
+197
+8% +$101K 0.44% 53
2024
Q4 		$1.18M Buy
2,379
+4
+0.2% +$2.03K 0.44% 52
2024
Q3 		$1.23M Buy
2,375
+4
+0.2% +$1.98K 0.48% 53
2024
Q2 		$1.06M Buy
2,371
+5
+0.2% +$2.15K 0.45% 55
2024
Q1 		$1.01M Buy
2,366
+5
+0.2% +$2.17K 0.45% 54
2023
Q4 		$1.04M Buy
2,361
+5
+0.2% +$1.97K 0.53% 49
2023
Q3 		$861K Buy
2,356
+6
+0.3% +$2.36K 0.47% 50
2023
Q2 		$942K Buy
2,350
+5
+0.2% +$1.83K 0.58% 35
2023
Q1 		$808K Buy
2,345
+6
+0.3% +$2.11K 0.54% 44
2022
Q4 		$783K Sell
2,339
-11
-0.5% -$3.63K 0.62% 41
2022
Q3 		$718K Buy
2,350
+6
+0.3% +$2.15K 0.61% 42
2022
Q2 		$790K Buy
2,344
+5
+0.2% +$1.78K 0.63% 37
2022
Q1 		$959K Buy
2,339
+5
+0.2% +$2.04K 0.62% 39
2021
Q4 		$1.1M Buy
2,334
+4
+0.2% +$1.83K 0.69% 29
2021
Q3 		$990K Buy
2,330
+4
+0.2% +$1.73K 0.65% 27
2021
Q2 		$955K Buy
2,326
+272
+13% +$105K 0.64% 36
2021
Q1 		$725K Buy
2,054
+4
+0.2% +$1.33K 0.55% 45
2020
Q4 		$674K Buy
+2,050
New +$692K 0.54% 40

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

Palumbo Wealth Management's SPGI Position: Q2 2026 in Review

Palumbo Wealth Management reduced its S&P Global (SPGI) stake by 2.7% in Q2 2026, selling an estimated $28.3K and leaving 2,389 shares worth $973K. The position accounts for 0.2% of the portfolio, ranked #81.

Palumbo Wealth Management first reported a position in SPGI in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.31M in Q1 2025. 2,016 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Palumbo Wealth Management held 2,389 shares of S&P Global worth $973K as of Q2 2026.
  • Palumbo Wealth Management sold 67 S&P Global shares in Q2 2026, an estimated $28.3K.
  • S&P Global made up 0.2% of Palumbo Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Palumbo Wealth Management first reported a position in S&P Global in Q4 2020 and has held it in 23 quarters since.
  • Palumbo Wealth Management's S&P Global position peaked at $1.31M in Q1 2025.
  • 2,016 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.