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

Paulson 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	$477K	Hold	1,172	–	–	0.1%	85
2026 Q1	$498K	Hold	1,172	–	–	0.12%	78
2025 Q4	$612K	Hold	1,172	–	–	0.14%	67
2025 Q3	$570K	Hold	1,172	–	–	0.13%	76
2025 Q2	$618K	Hold	1,172	–	–	0.16%	69
2025 Q1	$595K	Hold	1,172	–	–	0.17%	59
2024 Q4	$584K	Buy	1,172 +27	+2%	+$13.7K	0.16%	65
2024 Q3	$592K	Hold	1,145	–	–	0.16%	68
2024 Q2	$511K	Hold	1,145	–	–	0.15%	71
2024 Q1	$487K	Buy	+1,145	New	+$496K	0.14%	77

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

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

Paulson Wealth Management held its S&P Global (SPGI) position steady in Q2 2026 at 1,172 shares worth $477K. The position accounts for 0.1% of the portfolio, ranked #85.

Paulson Wealth Management first reported a position in SPGI in Q1 2024 and has held it in 10 quarters since. The position peaked at $618K in Q2 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Paulson Wealth Management held 1,172 shares of S&P Global worth $477K as of Q2 2026.
Paulson Wealth Management left its S&P Global share count unchanged in Q2 2026.
S&P Global made up 0.1% of Paulson Wealth Management's portfolio in Q2 2026, its #85 holding.
Paulson Wealth Management first reported a position in S&P Global in Q1 2024 and has held it in 10 quarters since.
Paulson Wealth Management's S&P Global position peaked at $618K in Q2 2025.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.