Turtle Creek Wealth Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
Other funds holding SPGI
VCM
VPM
Turtle Creek Wealth Advisors's SPGI Position: Q1 2026 in Review
Turtle Creek Wealth Advisors increased its S&P Global (SPGI) stake by 33% in Q1 2026, buying an estimated $2.16M and bringing the position to 18,949 shares worth $8.06M. The position accounts for 0.61% of the portfolio, ranked #46.
Turtle Creek Wealth Advisors first reported a position in SPGI in Q4 2023 and has held it in 6 quarters since. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.
- Turtle Creek Wealth Advisors held 18,949 shares of S&P Global worth $8.06M as of Q1 2026.
- Turtle Creek Wealth Advisors bought 4,655 S&P Global shares in Q1 2026, an estimated $2.16M.
- S&P Global made up 0.61% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #46 holding.
- Turtle Creek Wealth Advisors first reported a position in S&P Global in Q4 2023 and has held it in 6 quarters since.
- 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.