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Summit Wealth Group (Colorado)’s S&P Global SPGI Stock Holding History

Summit Wealth Group (Colorado)’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 		$911K Buy
2,238
+49
+2% +$20.7K 0.08% 139
2026
Q1 		$931K Buy
2,189
+157
+8% +$72.9K 0.1% 113
2025
Q4 		$1.06M Buy
+2,032
New +$1.01M 0.14% 92
2025
Q3 		– Sell
-1,940
Closed -$1.02M – 612
2025
Q2 		$1.02M Buy
+1,940
New +$968K 0.26% 88

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

Summit Wealth Group (Colorado)'s SPGI Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its S&P Global (SPGI) stake by 2.2% in Q2 2026, buying an estimated $20.7K and bringing the position to 2,238 shares worth $911K. The position accounts for 0.08% of the portfolio, ranked #139.

Summit Wealth Group (Colorado) first reported a position in SPGI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.06M in Q4 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Summit Wealth Group (Colorado) held 2,238 shares of S&P Global worth $911K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 49 S&P Global shares in Q2 2026, an estimated $20.7K.
  • S&P Global made up 0.08% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #139 holding.
  • Summit Wealth Group (Colorado) first reported a position in S&P Global in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s S&P Global position peaked at $1.06M in Q4 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.