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

Topsail 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 		$275K Sell
676
-193
-22% -$81.5K 0.04% 142
2026
Q1 		$370K Sell
869
-9
-1% -$4.18K 0.05% 113
2025
Q4 		$459K Sell
878
-35
-4% -$17.3K 0.07% 93
2025
Q3 		$444K Buy
913
+76
+9% +$40.7K 0.08% 86
2025
Q2 		$441K Sell
837
-14
-2% -$6.99K 0.08% 80
2025
Q1 		$432K Buy
851
+245
+40% +$125K 0.09% 75
2024
Q4 		$302K Buy
+606
New +$307K 0.06% 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

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

Topsail Wealth Management reduced its S&P Global (SPGI) stake by 22% in Q2 2026, selling an estimated $81.5K and leaving 676 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #142.

Topsail Wealth Management first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $459K in Q4 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Topsail Wealth Management held 676 shares of S&P Global worth $275K as of Q2 2026.
  • Topsail Wealth Management sold 193 S&P Global shares in Q2 2026, an estimated $81.5K.
  • S&P Global made up 0.04% of Topsail Wealth Management's portfolio in Q2 2026, its #142 holding.
  • Topsail Wealth Management first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
  • Topsail Wealth Management's S&P Global position peaked at $459K in Q4 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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