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Premier Path Wealth Partners’s S&P Global SPGI Stock Holding History

Premier Path Wealth Partners’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 		$1M Buy
2,352
+199
+9% +$92.4K 0.13% 158
2025
Q4 		$1.13M Sell
2,153
-188
-8% -$93K 0.15% 139
2025
Q3 		$1.14M Buy
2,341
+124
+6% +$66.4K 0.15% 162
2025
Q2 		$1.17M Buy
2,217
+268
+14% +$134K 0.16% 153
2025
Q1 		$990K Buy
1,949
+99
+5% +$50.6K 0.15% 161
2024
Q4 		$921K Buy
1,850
+4
+0.2% +$2.03K 0.14% 165
2024
Q3 		$954K Buy
1,846
+10
+0.5% +$4.95K 0.15% 159
2024
Q2 		$819K Buy
1,836
+211
+13% +$90.5K 0.14% 163
2024
Q1 		$691K Sell
1,625
-38
-2% -$16.5K 0.13% 166
2023
Q4 		$733K Buy
+1,663
New +$656K 0.16% 145

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Premier Path Wealth Partners's SPGI Position: Q1 2026 in Review

Premier Path Wealth Partners increased its S&P Global (SPGI) stake by 9.2% in Q1 2026, buying an estimated $92.4K and bringing the position to 2,352 shares worth $1M. The position accounts for 0.13% of the portfolio, ranked #158.

Premier Path Wealth Partners first reported a position in SPGI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.17M in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Premier Path Wealth Partners held 2,352 shares of S&P Global worth $1M as of Q1 2026.
  • Premier Path Wealth Partners bought 199 S&P Global shares in Q1 2026, an estimated $92.4K.
  • S&P Global made up 0.13% of Premier Path Wealth Partners's portfolio in Q1 2026, its #158 holding.
  • Premier Path Wealth Partners first reported a position in S&P Global in Q4 2023 and has held it in 10 quarters since.
  • Premier Path Wealth Partners's S&P Global position peaked at $1.17M in Q2 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.