Triad Wealth Partners’s S&P Global SPGI Stock Holding History

Triad Wealth Partners’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	$245K	Buy	+588	New	+$248K	0.01%	493

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Triad Wealth Partners's SPGI Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in S&P Global (SPGI) in Q2 2026: 588 shares worth $245K. The stake represents 0.01% of the portfolio and ranks #493 among its holdings.

2,014 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Triad Wealth Partners held 588 shares of S&P Global worth $245K as of Q2 2026.
S&P Global was a new Triad Wealth Partners position in Q2 2026.
S&P Global made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #493 holding.
2,014 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.