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

Private 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	$52.9K	Buy	130 +5	+4%	+$2.11K	0.01%	236
2026 Q1	$53.2K	Buy	125 +66	+112%	+$30.6K	0.01%	186
2025 Q4	$30.8K	Hold	59	–	–	0.01%	254
2025 Q3	$28.7K	Hold	59	–	–	0.01%	259
2025 Q2	$31.1K	Hold	59	–	–	0.01%	225
2025 Q1	$30K	Hold	59	–	–	0.01%	229
2024 Q4	$29.4K	Hold	59	–	–	0.01%	229
2024 Q3	$30.5K	Buy	59 +1	+2%	+$495	0.01%	221
2024 Q2	$25.9K	Hold	58	–	–	0.01%	236
2024 Q1	$24.7K	Hold	58	–	–	0.01%	235
2023 Q4	$25.6K	Buy	+58	New	+$22.9K	0.01%	237

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Private Wealth Management Group increased its S&P Global (SPGI) stake by 4% in Q2 2026, buying an estimated $2.11K and bringing the position to 130 shares worth $52.9K. The position accounts for 0.01% of the portfolio, ranked #236.

Private Wealth Management Group first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $53.2K in Q1 2026. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Private Wealth Management Group held 130 shares of S&P Global worth $52.9K as of Q2 2026.
Private Wealth Management Group bought 5 S&P Global shares in Q2 2026, an estimated $2.11K.
S&P Global made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #236 holding.
Private Wealth Management Group first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's S&P Global position peaked at $53.2K in Q1 2026.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.