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

Marathon Wealth Advisors LLC’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 		$2.09M Buy
5,123
+422
+9% +$178K 0.71% 43
2026
Q1 		$2M Buy
4,701
+154
+3% +$71.5K 0.82% 44
2025
Q4 		$2.38M Buy
+4,547
New +$2.25M 0.94% 37

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

Marathon Wealth Advisors LLC's SPGI Position: Q2 2026 in Review

Marathon Wealth Advisors LLC increased its S&P Global (SPGI) stake by 9% in Q2 2026, buying an estimated $178K and bringing the position to 5,123 shares worth $2.09M. The position accounts for 0.71% of the portfolio, ranked #43.

Marathon Wealth Advisors LLC first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.38M in Q4 2025. 2,019 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Marathon Wealth Advisors LLC held 5,123 shares of S&P Global worth $2.09M as of Q2 2026.
  • Marathon Wealth Advisors LLC bought 422 S&P Global shares in Q2 2026, an estimated $178K.
  • S&P Global made up 0.71% of Marathon Wealth Advisors LLC's portfolio in Q2 2026, its #43 holding.
  • Marathon Wealth Advisors LLC first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Marathon Wealth Advisors LLC's S&P Global position peaked at $2.38M in Q4 2025.
  • 2,019 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Marathon Wealth Advisors LLC's 13F filing for Q2 2026, filed 11 Sep 2026.