Peloton Wealth Strategists’s S&P Global SPGI Stock Holding History

Peloton Wealth Strategists’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	$1.71M	Sell	4,017 -222	-5%	-$103K	0.69%	53
2025 Q4	$2.21M	Buy	4,239 +154	+4%	+$76.2K	0.86%	44
2025 Q3	$1.99M	Sell	4,085 -315	-7%	-$169K	0.78%	47
2025 Q2	$2.32M	Hold	4,400	–	–	0.93%	42
2025 Q1	$2.24M	Buy	4,400 +127	+3%	+$64.9K	0.93%	40
2024 Q4	$2.13M	Hold	4,273	–	–	0.86%	43
2024 Q3	$2.21M	Sell	4,273 -50	-1%	-$24.7K	0.88%	44
2024 Q2	$1.93M	Sell	4,323 -133	-3%	-$57.1K	0.79%	46
2024 Q1	$1.9M	Buy	4,456 +963	+28%	+$417K	0.77%	46
2023 Q4	$1.54M	Buy	3,493 +576	+20%	+$227K	0.67%	52
2023 Q3	$1.07M	Buy	2,917 +860	+42%	+$338K	0.49%	61
2023 Q2	$825K	Buy	+2,057	New	+$752K	0.37%	67

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

Peloton Wealth Strategists's SPGI Position: Q1 2026 in Review

Peloton Wealth Strategists reduced its S&P Global (SPGI) stake by 5.2% in Q1 2026, selling an estimated $103K and leaving 4,017 shares worth $1.71M. The position accounts for 0.69% of the portfolio, ranked #53.

Peloton Wealth Strategists first reported a position in SPGI in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.32M in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Peloton Wealth Strategists held 4,017 shares of S&P Global worth $1.71M as of Q1 2026.
Peloton Wealth Strategists sold 222 S&P Global shares in Q1 2026, an estimated $103K.
S&P Global made up 0.69% of Peloton Wealth Strategists's portfolio in Q1 2026, its #53 holding.
Peloton Wealth Strategists first reported a position in S&P Global in Q2 2023 and has held it in 12 quarters since.
Peloton Wealth Strategists's S&P Global position peaked at $2.32M in Q2 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Peloton Wealth Strategists's 13F filing for Q1 2026, filed 14 May 2026.