Q1WB
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Quest 10 Wealth Builders’s S&P Global SPGI Stock Holding History

Quest 10 Wealth Builders’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 		$25.1K Sell
62
-1
-2% -$422 0.02% 310
2026
Q1 		$26.6K Buy
63
+33
+110% +$15.3K 0.02% 298
2025
Q4 		$15.4K Hold
30
– – 0.01% 358
2025
Q3 		$14.4K Hold
30
– – 0.01% 330
2025
Q2 		$15.6K Hold
30
– – 0.02% 340
2025
Q1 		$15K Buy
+30
New +$15.3K 0.02% 313

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

Quest 10 Wealth Builders's SPGI Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its S&P Global (SPGI) stake by 1.6% in Q2 2026, selling an estimated $422 and leaving 62 shares worth $25.1K. The position accounts for 0.02% of the portfolio, ranked #310.

Quest 10 Wealth Builders first reported a position in SPGI in Q1 2025 and has held it in 6 quarters since. The position peaked at $26.6K in Q1 2026. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Quest 10 Wealth Builders held 62 shares of S&P Global worth $25.1K as of Q2 2026.
  • Quest 10 Wealth Builders sold 1 S&P Global share in Q2 2026, an estimated $422.
  • S&P Global made up 0.02% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #310 holding.
  • Quest 10 Wealth Builders first reported a position in S&P Global in Q1 2025 and has held it in 6 quarters since.
  • Quest 10 Wealth Builders's S&P Global position peaked at $26.6K in Q1 2026.
  • 2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.