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Portus Wealth Advisors’s S&P Global SPGI Stock Holding History

Portus Wealth Advisors’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
-771
Closed -$328K – 458
2026
Q1 		$328K Buy
771
+77
+11% +$35.7K 0.31% 39
2025
Q4 		$363K Buy
694
+106
+18% +$52.4K 0.34% 41
2025
Q3 		$286K Buy
+588
New +$315K 0.29% 45

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

Portus Wealth Advisors's SPGI Position: Q2 2026 in Review

Portus Wealth Advisors sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 771 shares — an estimated $328K sold.

Portus Wealth Advisors first reported a position in SPGI in Q3 2025 and held it in 3 quarters. The position peaked at $363K in Q4 2025. 2,016 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Portus Wealth Advisors reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Portus Wealth Advisors sold 771 S&P Global shares in Q2 2026, an estimated $328K.
  • Portus Wealth Advisors first reported a position in S&P Global in Q3 2025 and held it in 3 quarters.
  • Portus Wealth Advisors's S&P Global position peaked at $363K in Q4 2025.
  • 2,016 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.