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

Rialto 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 		$22K Buy
54
+10
+23% +$4.22K ﹤0.01% 414
2026
Q1 		$18.7K Buy
44
+14
+47% +$6.5K ﹤0.01% 393
2025
Q4 		$15.7K Sell
30
-1
-3% -$495 ﹤0.01% 391
2025
Q3 		$15.1K Hold
31
– – ﹤0.01% 379
2025
Q2 		$16.3K Buy
31
+2
+7% +$998 ﹤0.01% 376
2025
Q1 		$14.7K Buy
+29
New +$14.8K ﹤0.01% 373

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

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

Rialto Wealth Management increased its S&P Global (SPGI) stake by 23% in Q2 2026, buying an estimated $4.22K and bringing the position to 54 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Rialto Wealth Management first reported a position in SPGI in Q1 2025 and has held it in 6 quarters since. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Rialto Wealth Management held 54 shares of S&P Global worth $22K as of Q2 2026.
  • Rialto Wealth Management bought 10 S&P Global shares in Q2 2026, an estimated $4.22K.
  • S&P Global made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #414 holding.
  • Rialto Wealth Management first reported a position in S&P Global in Q1 2025 and has held it in 6 quarters since.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.