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

Sculati 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 Q1	$280K	Hold	658	–	–	0.1%	109
2025 Q4	$344K	Hold	658	–	–	0.12%	97
2025 Q3	$320K	Sell	658 -51	-7%	-$27.3K	0.11%	102
2025 Q2	$374K	Hold	709	–	–	0.14%	96
2025 Q1	$360K	Hold	709	–	–	0.15%	87
2024 Q4	$353K	Hold	709	–	–	0.14%	89
2024 Q3	$366K	Hold	709	–	–	0.15%	89
2024 Q2	$316K	Hold	709	–	–	0.14%	88
2024 Q1	$302K	Hold	709	–	–	0.13%	88
2023 Q4	$312K	Buy	709 +51	+8%	+$20.1K	0.15%	86
2023 Q3	$240K	Hold	658	–	–	0.12%	93
2023 Q2	$264K	Hold	658	–	–	0.13%	91
2023 Q1	$227K	Hold	658	–	–	0.12%	103
2022 Q4	$220K	Hold	658	–	–	0.12%	99
2022 Q3	$201K	Hold	658	–	–	0.12%	108
2022 Q2	$222K	Hold	658	–	–	0.13%	107
2022 Q1	$270K	Buy	+658	New	+$268K	0.13%	101

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sculati Wealth Management's SPGI Position: Q1 2026 in Review

Sculati Wealth Management held its S&P Global (SPGI) position steady in Q1 2026 at 658 shares worth $280K. The position accounts for 0.1% of the portfolio, ranked #109.

Sculati Wealth Management first reported a position in SPGI in Q1 2022 and has held it in 17 quarters since. The position peaked at $374K in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Sculati Wealth Management held 658 shares of S&P Global worth $280K as of Q1 2026.
Sculati Wealth Management left its S&P Global share count unchanged in Q1 2026.
S&P Global made up 0.1% of Sculati Wealth Management's portfolio in Q1 2026, its #109 holding.
Sculati Wealth Management first reported a position in S&P Global in Q1 2022 and has held it in 17 quarters since.
Sculati Wealth Management's S&P Global position peaked at $374K in Q2 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.