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

Trueblood 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	$527K	Buy	1,295 +5	+0.4%	+$2.11K	0.18%	155
2026 Q1	$549K	Sell	1,290 -43	-3%	-$20K	0.21%	140
2025 Q4	$697K	Sell	1,333 -55	-4%	-$27.2K	0.27%	117
2025 Q3	$675K	Buy	1,388 +2	+0.1%	+$1.07K	0.26%	115
2025 Q2	$731K	Buy	1,386 +1	+0.1%	+$499	0.31%	110
2025 Q1	$704K	Buy	1,385 +188	+16%	+$96.1K	0.33%	105
2024 Q4	$596K	Buy	1,197 +16	+1%	+$8.12K	0.29%	116
2024 Q3	$610K	Sell	1,181 -15	-1%	-$7.42K	0.31%	107
2024 Q2	$533K	Buy	1,196 +35	+3%	+$15K	0.3%	103
2024 Q1	$494K	Sell	1,161 -123	-10%	-$53.3K	0.28%	105
2023 Q4	$566K	Buy	+1,284	New	+$507K	0.35%	93

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

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

Trueblood Wealth Management increased its S&P Global (SPGI) stake by 0.39% in Q2 2026, buying an estimated $2.11K and bringing the position to 1,295 shares worth $527K. The position accounts for 0.18% of the portfolio, ranked #155.

Trueblood Wealth Management first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $731K in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Trueblood Wealth Management held 1,295 shares of S&P Global worth $527K as of Q2 2026.
Trueblood Wealth Management bought 5 S&P Global shares in Q2 2026, an estimated $2.11K.
S&P Global made up 0.18% of Trueblood Wealth Management's portfolio in Q2 2026, its #155 holding.
Trueblood Wealth Management first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
Trueblood Wealth Management's S&P Global position peaked at $731K in Q2 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.