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 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 $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

Paulson Wealth Management's SPGI Position: Q1 2026 in Review

Paulson Wealth Management held its S&P Global (SPGI) position steady in Q1 2026 at 1,172 shares worth $498K. The position accounts for 0.12% of the portfolio, ranked #78.

Paulson Wealth Management first reported a position in SPGI in Q1 2024 and has held it in 9 quarters since. The position peaked at $618K in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Paulson Wealth Management held 1,172 shares of S&P Global worth $498K as of Q1 2026.
Paulson Wealth Management left its S&P Global share count unchanged in Q1 2026.
S&P Global made up 0.12% of Paulson Wealth Management's portfolio in Q1 2026, its #78 holding.
Paulson Wealth Management first reported a position in S&P Global in Q1 2024 and has held it in 9 quarters since.
Paulson Wealth Management's S&P Global position peaked at $618K in Q2 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Paulson Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.