Philip James Wealth Mangement’s S&P Global SPGI Stock Holding History

Philip James Wealth Mangement’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	–	Sell	-931	Closed	-$396K	–	164
2026 Q1	$396K	Sell	931 -12	-1%	-$5.57K	0.05%	126
2025 Q4	$493K	Buy	943 +86	+10%	+$42.6K	0.06%	120
2025 Q3	$417K	Buy	857 +327	+62%	+$175K	0.05%	123
2025 Q2	$280K	Buy	530 +13	+3%	+$6.49K	0.04%	144
2025 Q1	$263K	Buy	+517	New	+$264K	0.03%	144

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

Philip James Wealth Mangement's SPGI Position: Q2 2026 in Review

Philip James Wealth Mangement sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 931 shares — an estimated $396K sold.

Philip James Wealth Mangement first reported a position in SPGI in Q1 2025 and held it in 5 quarters. The position peaked at $493K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Philip James Wealth Mangement reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
Philip James Wealth Mangement sold 931 S&P Global shares in Q2 2026, an estimated $396K.
Philip James Wealth Mangement first reported a position in S&P Global in Q1 2025 and held it in 5 quarters.
Philip James Wealth Mangement's S&P Global position peaked at $493K in Q4 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.