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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principia Wealth Advisory's SPGI Position: Q4 2025 in Review

Principia Wealth Advisory increased its S&P Global (SPGI) stake by 29% in Q4 2025, buying an estimated $1.98K and bringing the position to 18 shares worth $9.41K. The position accounts for 0.01% of the portfolio, ranked #205.

Principia Wealth Advisory first reported a position in SPGI in Q4 2024 and has held it in 5 quarters since. 2,199 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

  • Principia Wealth Advisory held 18 shares of S&P Global worth $9.41K as of Q4 2025.
  • Principia Wealth Advisory bought 4 S&P Global shares in Q4 2025, an estimated $1.98K.
  • S&P Global made up 0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #205 holding.
  • Principia Wealth Advisory first reported a position in S&P Global in Q4 2024 and has held it in 5 quarters since.
  • 2,199 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.