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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

SHP Wealth Management reduced its S&P Global (SPGI) stake by 14% in Q1 2026, selling an estimated $145K and leaving 1,908 shares worth $812K. The position accounts for 0.06% of the portfolio, ranked #107.

SHP Wealth Management first reported a position in SPGI in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.16M in Q4 2025. 2,114 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • SHP Wealth Management held 1,908 shares of S&P Global worth $812K as of Q1 2026.
  • SHP Wealth Management sold 313 S&P Global shares in Q1 2026, an estimated $145K.
  • S&P Global made up 0.06% of SHP Wealth Management's portfolio in Q1 2026, its #107 holding.
  • SHP Wealth Management first reported a position in S&P Global in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's S&P Global position peaked at $1.16M in Q4 2025.
  • 2,114 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.