RWB
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RMR Wealth Builders’s S&P Global SPGI Stock Holding History

RMR 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
2025
Q2 		– Sell
-3,429
Closed -$1.74M – 292
2025
Q1 		$1.74M Buy
3,429
+369
+12% +$189K 0.18% 75
2024
Q4 		$1.52M Buy
3,060
+189
+7% +$95.9K 0.16% 79
2024
Q3 		$1.48M Sell
2,871
-144
-5% -$71.3K 0.16% 80
2024
Q2 		$1.34M Buy
3,015
+469
+18% +$201K 0.15% 77
2024
Q1 		$1.08M Buy
2,546
+442
+21% +$192K 0.13% 92
2023
Q4 		$927K Buy
2,104
+382
+22% +$151K 0.13% 91
2023
Q3 		$629K Buy
+1,722
New +$677K 0.1% 113

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

RMR Wealth Builders's SPGI Position: Q2 2025 in Review

RMR Wealth Builders sold out of S&P Global (SPGI) in Q2 2025, closing a stake of 3,429 shares — an estimated $1.74M sold.

RMR Wealth Builders first reported a position in SPGI in Q3 2023 and held it in 7 quarters. The position peaked at $1.74M in Q1 2025. 2,067 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • RMR Wealth Builders reported no remaining S&P Global position as of Q2 2025 after selling out during the quarter.
  • RMR Wealth Builders sold 3,429 S&P Global shares in Q2 2025, an estimated $1.74M.
  • RMR Wealth Builders first reported a position in S&P Global in Q3 2023 and held it in 7 quarters.
  • RMR Wealth Builders's S&P Global position peaked at $1.74M in Q1 2025.
  • 2,067 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on RMR Wealth Builders's 13F filing for Q2 2025, filed 8 Jul 2025.