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Prestige Wealth Management Group’s S&P Global SPGI Stock Holding History

Prestige Wealth Management Group’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 		$547K Buy
1,342
+313
+30% +$132K 0.1% 105
2026
Q1 		$438K Buy
1,029
+83
+9% +$38.5K 0.09% 110
2025
Q4 		$494K Buy
946
+26
+3% +$12.9K 0.09% 104
2025
Q3 		$448K Buy
920
+8
+0.9% +$4.28K 0.09% 112
2025
Q2 		$481K Sell
912
-68
-7% -$33.9K 0.1% 104
2025
Q1 		$498K Buy
980
+22
+2% +$11.2K 0.11% 96
2024
Q4 		$477K Buy
958
+30
+3% +$15.2K 0.1% 99
2024
Q3 		$479K Sell
928
-827
-47% -$409K 0.1% 100
2024
Q2 		$783K Buy
1,755
+719
+69% +$308K 0.17% 64
2024
Q1 		$441K Sell
1,036
-987
-49% -$428K 0.1% 99
2023
Q4 		$891K Buy
2,023
+183
+10% +$72.2K 0.2% 59
2023
Q3 		$672K Buy
1,840
+869
+89% +$342K 0.17% 64
2023
Q2 		$389K Sell
971
-38
-4% -$13.9K 0.09% 102
2023
Q1 		$348K Buy
1,009
+114
+13% +$40.1K 0.09% 113
2022
Q4 		$300K Sell
895
-37
-4% -$12.2K 0.08% 110
2022
Q3 		$285K Buy
932
+99
+12% +$35.4K 0.08% 112
2022
Q2 		$280K Buy
833
+305
+58% +$109K 0.08% 115
2022
Q1 		$217K Buy
528
+32
+6% +$13K 0.05% 133
2021
Q4 		$234K Buy
496
+21
+4% +$9.61K 0.06% 128
2021
Q3 		$202K Buy
475
+41
+9% +$17.8K 0.05% 138
2021
Q2 		$178K Buy
434
+13
+3% +$5K 0.05% 140
2021
Q1 		$148K Buy
421
+43
+11% +$14.3K 0.04% 147
2020
Q4 		$125K Buy
378
+75
+25% +$25.3K 0.03% 156
2020
Q3 		$109K Buy
303
+129
+74% +$45.5K 0.03% 161
2020
Q2 		$58K Buy
174
+164
+1,640% +$49.3K 0.02% 205
2020
Q1 		$2K Buy
+10
New +$2.74K ﹤0.01% 671
2019
Q1 		– Sell
-54
Closed -$9K – 1036
2018
Q4 		$9K Buy
+54
New +$9.67K 0.01% 463

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

Prestige Wealth Management Group's SPGI Position: Q2 2026 in Review

Prestige Wealth Management Group increased its S&P Global (SPGI) stake by 30% in Q2 2026, buying an estimated $132K and bringing the position to 1,342 shares worth $547K. The position accounts for 0.1% of the portfolio, ranked #105.

Prestige Wealth Management Group first reported a position in SPGI in Q4 2018 and has held it in 27 quarters since. The position peaked at $891K in Q4 2023. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Prestige Wealth Management Group held 1,342 shares of S&P Global worth $547K as of Q2 2026.
  • Prestige Wealth Management Group bought 313 S&P Global shares in Q2 2026, an estimated $132K.
  • S&P Global made up 0.1% of Prestige Wealth Management Group's portfolio in Q2 2026, its #105 holding.
  • Prestige Wealth Management Group first reported a position in S&P Global in Q4 2018 and has held it in 27 quarters since.
  • Prestige Wealth Management Group's S&P Global position peaked at $891K in Q4 2023.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.