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

SHP 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 		$759K Sell
1,864
-44
-2% -$18.6K 0.05% 133
2026
Q1 		$812K Sell
1,908
-313
-14% -$145K 0.06% 107
2025
Q4 		$1.16M Buy
+2,221
New +$1.1M 0.09% 66

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

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

SHP Wealth Management reduced its S&P Global (SPGI) stake by 2.3% in Q2 2026, selling an estimated $18.6K and leaving 1,864 shares worth $759K. The position accounts for 0.05% of the portfolio, ranked #133.

SHP Wealth Management first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.16M in Q4 2025. 2,026 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • SHP Wealth Management held 1,864 shares of S&P Global worth $759K as of Q2 2026.
  • SHP Wealth Management sold 44 S&P Global shares in Q2 2026, an estimated $18.6K.
  • S&P Global made up 0.05% of SHP Wealth Management's portfolio in Q2 2026, its #133 holding.
  • SHP Wealth Management first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's S&P Global position peaked at $1.16M in Q4 2025.
  • 2,026 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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