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

Revisor Wealth Management’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	$528K	Buy	1,297 +377	+41%	+$159K	0.13%	184
2026 Q1	$394K	Buy	920 +69	+8%	+$32K	0.11%	209
2025 Q4	$458K	Sell	851 -5	-0.6%	-$2.47K	0.12%	174
2025 Q3	$418K	Sell	856 -141	-14%	-$75.5K	0.14%	156
2025 Q2	$528K	Sell	997 -32	-3%	-$16K	0.19%	127
2025 Q1	$523K	Buy	1,029 +425	+70%	+$217K	0.23%	95
2024 Q4	$303K	Sell	604 -340	-36%	-$173K	0.28%	73
2024 Q3	$488K	Sell	944 -38	-4%	-$18.8K	0.3%	67
2024 Q2	$438K	Sell	982 -811	-45%	-$348K	0.3%	68
2024 Q1	$776K	Buy	1,793 +1,080	+151%	+$468K	0.35%	60
2023 Q4	$314K	Sell	713 -461	-39%	-$182K	0.36%	66
2023 Q3	$429K	Buy	1,174 +317	+37%	+$125K	0.36%	61
2023 Q2	$344K	Sell	857 -26	-3%	-$9.5K	0.31%	85
2023 Q1	$304K	Buy	+883	New	+$311K	0.28%	97

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

Revisor Wealth Management's SPGI Position: Q2 2026 in Review

Revisor Wealth Management increased its S&P Global (SPGI) stake by 41% in Q2 2026, buying an estimated $159K and bringing the position to 1,297 shares worth $528K. The position accounts for 0.13% of the portfolio, ranked #184.

Revisor Wealth Management first reported a position in SPGI in Q1 2023 and has held it in 14 quarters since. The position peaked at $776K in Q1 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Revisor Wealth Management held 1,297 shares of S&P Global worth $528K as of Q2 2026.
Revisor Wealth Management bought 377 S&P Global shares in Q2 2026, an estimated $159K.
S&P Global made up 0.13% of Revisor Wealth Management's portfolio in Q2 2026, its #184 holding.
Revisor Wealth Management first reported a position in S&P Global in Q1 2023 and has held it in 14 quarters since.
Revisor Wealth Management's S&P Global position peaked at $776K in Q1 2024.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.