UFPG
SPGI icon

United Financial Planning Group’s S&P Global SPGI Stock Holding History

United Financial Planning Group’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 		$29.7K Hold
73
– – 0.02% 136
2026
Q1 		$31.1K Sell
73
-59
-45% -$27.4K 0.02% 108
2025
Q4 		$69K Buy
132
+18
+16% +$8.91K 0.04% 78
2025
Q3 		$55.5K Buy
+114
New +$61K 0.03% 79

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

United Financial Planning Group's SPGI Position: Q2 2026 in Review

United Financial Planning Group held its S&P Global (SPGI) position steady in Q2 2026 at 73 shares worth $29.7K. The position accounts for 0.02% of the portfolio, ranked #136.

United Financial Planning Group first reported a position in SPGI in Q3 2025 and has held it in 4 quarters since. The position peaked at $69K in Q4 2025. 2,016 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • United Financial Planning Group held 73 shares of S&P Global worth $29.7K as of Q2 2026.
  • United Financial Planning Group left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up 0.02% of United Financial Planning Group's portfolio in Q2 2026, its #136 holding.
  • United Financial Planning Group first reported a position in S&P Global in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's S&P Global position peaked at $69K in Q4 2025.
  • 2,016 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.