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

TritonPoint 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 		– Sell
-464
Closed -$243K – 285
2025
Q4 		$243K Sell
464
-1,360
-75% -$673K 0.02% 242
2025
Q3 		$888K Buy
1,824
+22
+1% +$11.8K 0.08% 163
2025
Q2 		$950K Sell
1,802
-97
-5% -$48.4K 0.09% 157
2025
Q1 		$965K Buy
1,899
+117
+7% +$59.8K 0.09% 158
2024
Q4 		$888K Buy
1,782
+51
+3% +$25.9K 0.08% 163
2024
Q3 		$888K Sell
1,731
-32
-2% -$15.8K 0.08% 159
2024
Q2 		$786K Sell
1,763
-148
-8% -$63.5K 0.08% 162
2024
Q1 		$955K Sell
1,911
-288
-13% -$125K 0.1% 147
2023
Q4 		$969K Buy
+2,199
New +$868K 0.09% 154

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

TritonPoint Wealth's SPGI Position: Q1 2026 in Review

TritonPoint Wealth sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 464 shares — an estimated $243K sold.

TritonPoint Wealth first reported a position in SPGI in Q4 2023 and held it in 9 quarters. The position peaked at $969K in Q4 2023. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • TritonPoint Wealth reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • TritonPoint Wealth sold 464 S&P Global shares in Q1 2026, an estimated $243K.
  • TritonPoint Wealth first reported a position in S&P Global in Q4 2023 and held it in 9 quarters.
  • TritonPoint Wealth's S&P Global position peaked at $969K in Q4 2023.
  • 2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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