QFW
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QTR Family Wealth’s S&P Global SPGI Stock Holding History

QTR Family Wealth’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 		$407K Sell
1,000
-182
-15% -$76.9K 0.14% 157
2026
Q1 		$502K Buy
+1,182
New +$549K 0.21% 115

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

QTR Family Wealth's SPGI Position: Q2 2026 in Review

QTR Family Wealth reduced its S&P Global (SPGI) stake by 15% in Q2 2026, selling an estimated $76.9K and leaving 1,000 shares worth $407K. The position accounts for 0.14% of the portfolio, ranked #157.

QTR Family Wealth first reported a position in SPGI in Q1 2026 and has held it in 2 quarters since. The position peaked at $502K in Q1 2026. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • QTR Family Wealth held 1,000 shares of S&P Global worth $407K as of Q2 2026.
  • QTR Family Wealth sold 182 S&P Global shares in Q2 2026, an estimated $76.9K.
  • S&P Global made up 0.14% of QTR Family Wealth's portfolio in Q2 2026, its #157 holding.
  • QTR Family Wealth first reported a position in S&P Global in Q1 2026 and has held it in 2 quarters since.
  • QTR Family Wealth's S&P Global position peaked at $502K in Q1 2026.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.