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

StrongBox 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 Q1	$245K	Hold	575	–	–	0.08%	87
2025 Q4	$300K	Hold	575	–	–	0.1%	83
2025 Q3	$280K	Hold	575	–	–	0.09%	83
2025 Q2	$303K	Hold	575	–	–	0.12%	76
2025 Q1	$292K	Hold	575	–	–	0.12%	78
2024 Q4	$286K	Hold	575	–	–	0.12%	77
2024 Q3	$297K	Hold	575	–	–	0.13%	75
2024 Q2	$256K	Hold	575	–	–	0.12%	77
2024 Q1	$245K	Sell	575 -10	-2%	-$4.33K	0.13%	74
2023 Q4	$258K	Buy	585 +10	+2%	+$3.95K	0.15%	68
2023 Q3	$210K	Buy	+575	New	+$226K	0.13%	81

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

StrongBox Wealth's SPGI Position: Q1 2026 in Review

StrongBox Wealth held its S&P Global (SPGI) position steady in Q1 2026 at 575 shares worth $245K. The position accounts for 0.08% of the portfolio, ranked #87.

StrongBox Wealth first reported a position in SPGI in Q3 2023 and has held it in 11 quarters since. The position peaked at $303K in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

StrongBox Wealth held 575 shares of S&P Global worth $245K as of Q1 2026.
StrongBox Wealth left its S&P Global share count unchanged in Q1 2026.
S&P Global made up 0.08% of StrongBox Wealth's portfolio in Q1 2026, its #87 holding.
StrongBox Wealth first reported a position in S&P Global in Q3 2023 and has held it in 11 quarters since.
StrongBox Wealth's S&P Global position peaked at $303K in Q2 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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