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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Topsail Wealth Management reduced its S&P Global (SPGI) stake by 1% in Q1 2026, selling an estimated $4.18K and leaving 869 shares worth $370K. The position accounts for 0.05% of the portfolio, ranked #113.

Topsail Wealth Management first reported a position in SPGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $459K in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Topsail Wealth Management held 869 shares of S&P Global worth $370K as of Q1 2026.
  • Topsail Wealth Management sold 9 S&P Global shares in Q1 2026, an estimated $4.18K.
  • S&P Global made up 0.05% of Topsail Wealth Management's portfolio in Q1 2026, its #113 holding.
  • Topsail Wealth Management first reported a position in S&P Global in Q4 2024 and has held it in 6 quarters since.
  • Topsail Wealth Management's S&P Global position peaked at $459K in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.