Redmont Wealth Advisors’s S&P Global SPGI Stock Holding History

Redmont Wealth Advisors’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	$5.23K	Hold	10	–	–	0.01%	239
2025 Q3	$4.87K	Hold	10	–	–	0.01%	254
2025 Q2	$5.27K	Buy	+10	New	+$4.99K	0.01%	246
2024 Q4	–	Sell	-10	Closed	-$5.17K	–	269
2024 Q3	$5.17K	Hold	10	–	–	0.01%	253
2024 Q2	$4.46K	Hold	10	–	–	0.01%	270
2024 Q1	$4.25K	Buy	+10	New	+$4.33K	0.01%	274

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Redmont Wealth Advisors's SPGI Position: Q4 2025 in Review

Redmont Wealth Advisors held its S&P Global (SPGI) position steady in Q4 2025 at 10 shares worth $5.23K. The position accounts for 0.01% of the portfolio, ranked #239.

Redmont Wealth Advisors first reported a position in SPGI in Q1 2024 and has held it in 6 quarters since. The position peaked at $5.27K in Q2 2025. 2,199 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

Redmont Wealth Advisors held 10 shares of S&P Global worth $5.23K as of Q4 2025.
Redmont Wealth Advisors left its S&P Global share count unchanged in Q4 2025.
S&P Global made up 0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #239 holding.
Redmont Wealth Advisors first reported a position in S&P Global in Q1 2024 and has held it in 6 quarters since.
Redmont Wealth Advisors's S&P Global position peaked at $5.27K in Q2 2025.
2,199 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.