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Principia Wealth Advisory’s S&P Global SPGI Stock Holding History

Principia Wealth Advisory’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 		$7.33K Buy
18
+5
+38% +$2.11K ﹤0.01% 291
2026
Q1 		$5.53K Sell
13
-5
-28% -$2.32K ﹤0.01% 283
2025
Q4 		$9.41K Buy
18
+4
+29% +$1.98K 0.01% 205
2025
Q3 		$6.81K Buy
14
+2
+17% +$1.07K ﹤0.01% 236
2025
Q2 		$6.33K Buy
12
+2
+20% +$998 0.01% 209
2025
Q1 		$4.74K Buy
10
+2
+25% +$1.02K ﹤0.01% 183
2024
Q4 		$3.98K Buy
+8
New +$4.06K ﹤0.01% 173

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 $3.38T AUM 44.17% 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

Principia Wealth Advisory's SPGI Position: Q2 2026 in Review

Principia Wealth Advisory increased its S&P Global (SPGI) stake by 38% in Q2 2026, buying an estimated $2.11K and bringing the position to 18 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Principia Wealth Advisory first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.41K in Q4 2025. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Principia Wealth Advisory held 18 shares of S&P Global worth $7.33K as of Q2 2026.
  • Principia Wealth Advisory bought 5 S&P Global shares in Q2 2026, an estimated $2.11K.
  • S&P Global made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #291 holding.
  • Principia Wealth Advisory first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's S&P Global position peaked at $9.41K in Q4 2025.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.