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

Vista Cima 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 Q1	–	Sell	-404	Closed	-$211K	–	57
2025 Q4	$211K	Sell	404 -1,217	-75%	-$602K	0.18%	48
2025 Q3	$789K	Buy	1,621 +1,146	+241%	+$614K	0.66%	30
2025 Q2	$250K	Buy	475 +1	+0.2%	+$499	0.23%	45
2025 Q1	$241K	Sell	474 -19	-4%	-$9.71K	0.26%	44
2024 Q4	$246K	Buy	+493	New	+$250K	0.26%	40

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vista Cima Wealth Management's SPGI Position: Q1 2026 in Review

Vista Cima Wealth Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 404 shares — an estimated $211K sold.

Vista Cima Wealth Management first reported a position in SPGI in Q4 2024 and held it in 5 quarters. The position peaked at $789K in Q3 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Vista Cima Wealth Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Vista Cima Wealth Management sold 404 S&P Global shares in Q1 2026, an estimated $211K.
Vista Cima Wealth Management first reported a position in S&P Global in Q4 2024 and held it in 5 quarters.
Vista Cima Wealth Management's S&P Global position peaked at $789K in Q3 2025.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Vista Cima Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.