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Pinnacle Wealth Planning Services’s S&P Global SPGI Stock Holding History

Pinnacle Wealth Planning Services’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 		$771K Sell
1,893
-732
-28% -$309K 0.07% 152
2026
Q1 		$1.12M Buy
2,625
+88
+3% +$40.9K 0.12% 101
2025
Q4 		$1.33M Buy
2,537
+25
+1% +$12.4K 0.14% 84
2025
Q3 		$1.22M Buy
2,512
+185
+8% +$99.1K 0.14% 87
2025
Q2 		$1.23M Buy
2,327
+49
+2% +$24.5K 0.16% 80
2025
Q1 		$1.16M Buy
2,278
+6
+0.3% +$3.07K 0.17% 72
2024
Q4 		$1.13M Sell
2,272
-615
-21% -$312K 0.17% 68
2024
Q3 		$1.49M Sell
2,887
-40
-1% -$19.8K 0.2% 67
2024
Q2 		$1.31M Sell
2,927
-58
-2% -$24.9K 0.19% 73
2024
Q1 		$1.27M Sell
2,985
-58
-2% -$25.1K 0.19% 82
2023
Q4 		$1.34M Buy
3,043
+63
+2% +$24.9K 0.21% 71
2023
Q3 		$1.09M Sell
2,980
-41
-1% -$16.1K 0.18% 79
2023
Q2 		$1.21M Buy
3,021
+69
+2% +$25.2K 0.2% 77
2023
Q1 		$1.02M Buy
2,952
+282
+11% +$99.2K 0.17% 96
2022
Q4 		$894K Sell
2,670
-394
-13% -$130K 0.16% 93
2022
Q3 		$936K Buy
3,064
+59
+2% +$21.1K 0.17% 84
2022
Q2 		$1.01M Buy
3,005
+224
+8% +$79.9K 0.18% 86
2022
Q1 		$1.14M Buy
2,781
+1,483
+114% +$604K 0.21% 80
2021
Q4 		$612K Buy
1,298
+79
+6% +$36.1K 0.12% 131
2021
Q3 		$518K Buy
1,219
+49
+4% +$21.2K 0.11% 133
2021
Q2 		$480K Buy
1,170
+7
+0.6% +$2.69K 0.11% 142
2021
Q1 		$410K Buy
1,163
+34
+3% +$11.3K 0.11% 161
2020
Q4 		$371K Sell
1,129
-79
-7% -$26.6K 0.09% 151
2020
Q3 		$435K Buy
1,208
+80
+7% +$28.2K 0.14% 113
2020
Q2 		$372K Sell
1,128
-16
-1% -$4.81K 0.12% 137
2020
Q1 		$279K Buy
1,144
+336
+42% +$92.2K 0.13% 145
2019
Q4 		$220K Buy
+808
New +$210K 0.1% 195

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

Pinnacle Wealth Planning Services's SPGI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its S&P Global (SPGI) stake by 28% in Q2 2026, selling an estimated $309K and leaving 1,893 shares worth $771K. The position accounts for 0.07% of the portfolio, ranked #152.

Pinnacle Wealth Planning Services first reported a position in SPGI in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.49M in Q3 2024. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,893 shares of S&P Global worth $771K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 732 S&P Global shares in Q2 2026, an estimated $309K.
  • S&P Global made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #152 holding.
  • Pinnacle Wealth Planning Services first reported a position in S&P Global in Q4 2019 and has held it in 27 quarters since.
  • Pinnacle Wealth Planning Services's S&P Global position peaked at $1.49M in Q3 2024.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.