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SteelPeak Wealth’s S&P Global SPGI Stock Holding History

SteelPeak Wealth’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 		$4.41M Buy
10,819
+1,037
+11% +$438K 0.11% 140
2026
Q1 		$4.16M Buy
9,782
+1,708
+21% +$793K 0.13% 121
2025
Q4 		$4.22M Buy
8,074
+1,990
+33% +$985K 0.14% 113
2025
Q3 		$2.96M Buy
6,084
+3,998
+192% +$2.14M 0.1% 161
2025
Q2 		$1.1M Sell
2,086
-398
-16% -$199K 0.04% 254
2025
Q1 		$1.26M Buy
2,484
+27
+1% +$13.8K 0.05% 223
2024
Q4 		$1.22M Buy
+2,457
New +$1.25M 0.05% 224
2024
Q3 		– Sell
-4,011
Closed -$1.79M – 602
2024
Q2 		$1.79M Buy
4,011
+1,003
+33% +$430K 0.08% 180
2024
Q1 		$1.28M Buy
3,008
+8
+0.3% +$3.47K 0.06% 199
2023
Q4 		$1.32M Buy
3,000
+500
+20% +$197K 0.08% 176
2023
Q3 		$914K Buy
+2,500
New +$983K 0.06% 194

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

SteelPeak Wealth's SPGI Position: Q2 2026 in Review

SteelPeak Wealth increased its S&P Global (SPGI) stake by 11% in Q2 2026, buying an estimated $438K and bringing the position to 10,819 shares worth $4.41M. The position accounts for 0.11% of the portfolio, ranked #140.

SteelPeak Wealth first reported a position in SPGI in Q3 2023 and has held it in 11 quarters since. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • SteelPeak Wealth held 10,819 shares of S&P Global worth $4.41M as of Q2 2026.
  • SteelPeak Wealth bought 1,037 S&P Global shares in Q2 2026, an estimated $438K.
  • S&P Global made up 0.11% of SteelPeak Wealth's portfolio in Q2 2026, its #140 holding.
  • SteelPeak Wealth first reported a position in S&P Global in Q3 2023 and has held it in 11 quarters since.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.