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

Rockline 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 		– Sell
-476
Closed -$202K – 115
2026
Q1 		$202K Sell
476
-10,660
-96% -$4.95M 0.04% 106
2025
Q4 		$5.82M Buy
11,136
+257
+2% +$127K 1.19% 22
2025
Q3 		$5.3M Buy
10,879
+746
+7% +$399K 1.1% 27
2025
Q2 		$5.34M Buy
10,133
+334
+3% +$167K 1.26% 19
2025
Q1 		$4.98M Buy
9,799
+536
+6% +$274K 1.39% 21
2024
Q4 		$4.61M Buy
9,263
+605
+7% +$307K 1.23% 21
2024
Q3 		$4.47M Buy
8,658
+556
+7% +$275K 1.26% 22
2024
Q2 		$3.61M Buy
8,102
+340
+4% +$146K 1.12% 26
2024
Q1 		$3.3M Buy
7,762
+5,713
+279% +$2.48M 1.15% 29
2023
Q4 		$903K Buy
+2,049
New +$809K 0.38% 59

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 $3.37T 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
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

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

Rockline Wealth Management sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 476 shares — an estimated $202K sold.

Rockline Wealth Management first reported a position in SPGI in Q4 2023 and held it in 10 quarters. The position peaked at $5.82M in Q4 2025. 2,007 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Rockline Wealth Management reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Rockline Wealth Management sold 476 S&P Global shares in Q2 2026, an estimated $202K.
  • Rockline Wealth Management first reported a position in S&P Global in Q4 2023 and held it in 10 quarters.
  • Rockline Wealth Management's S&P Global position peaked at $5.82M in Q4 2025.
  • 2,007 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.