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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
Q2 		$202K Buy
+495
New +$209K 0.02% 278
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 $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

TritonPoint Wealth's SPGI Position: Q2 2026 in Review

TritonPoint Wealth opened a new position in S&P Global (SPGI) in Q2 2026: 495 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #278 among its holdings. This is a return to the name: TritonPoint Wealth previously reported a position in SPGI as recently as Q4 2025.

TritonPoint Wealth first reported a position in SPGI in Q4 2023 and has held it in 10 quarters since. The position peaked at $969K in Q4 2023. 2,025 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • TritonPoint Wealth held 495 shares of S&P Global worth $202K as of Q2 2026.
  • S&P Global was a new TritonPoint Wealth position in Q2 2026.
  • S&P Global made up 0.02% of TritonPoint Wealth's portfolio in Q2 2026, its #278 holding.
  • TritonPoint Wealth first reported a position in S&P Global in Q4 2023 and has held it in 10 quarters since.
  • TritonPoint Wealth's S&P Global position peaked at $969K in Q4 2023.
  • 2,025 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.