Quotient Wealth Partners’s S&P Global SPGI Stock Holding History

Quotient Wealth Partners’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 Q1	$512K	Sell	1,204 -217	-15%	-$101K	0.01%	190
2025 Q4	$743K	Sell	1,421 -44	-3%	-$21.8K	0.02%	146
2025 Q3	$713K	Sell	1,465 -20	-1%	-$10.7K	0.02%	147
2025 Q2	$783K	Sell	1,485 -8	-0.5%	-$3.99K	0.02%	135
2025 Q1	$759K	Buy	1,493 +63	+4%	+$32.2K	0.02%	132
2024 Q4	$712K	Buy	1,430 +23	+2%	+$11.7K	0.02%	135
2024 Q3	$727K	Sell	1,407 -109	-7%	-$53.9K	0.02%	137
2024 Q2	$676K	Sell	1,516 -673	-31%	-$289K	0.02%	134
2024 Q1	$931K	Sell	2,189 -567	-21%	-$246K	0.03%	111
2023 Q4	$1.21M	Buy	+2,756	New	+$1.09M	0.05%	102

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Quotient Wealth Partners's SPGI Position: Q1 2026 in Review

Quotient Wealth Partners reduced its S&P Global (SPGI) stake by 15% in Q1 2026, selling an estimated $101K and leaving 1,204 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #190.

Quotient Wealth Partners first reported a position in SPGI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.21M in Q4 2023. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Quotient Wealth Partners held 1,204 shares of S&P Global worth $512K as of Q1 2026.
Quotient Wealth Partners sold 217 S&P Global shares in Q1 2026, an estimated $101K.
S&P Global made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #190 holding.
Quotient Wealth Partners first reported a position in S&P Global in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's S&P Global position peaked at $1.21M in Q4 2023.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.