VWM
SPGI icon

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

Vivid 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
-5,668
Closed -$2.96M – 73
2025
Q4 		$2.96M Buy
5,668
+310
+6% +$153K 1.15% 27
2025
Q3 		$2.61M Buy
5,358
+171
+3% +$91.6K 1.04% 44
2025
Q2 		$2.74M Buy
5,187
+28
+0.5% +$14K 1.2% 33
2025
Q1 		$2.62M Buy
5,159
+630
+14% +$322K 1.31% 22
2024
Q4 		$2.26M Buy
4,529
+180
+4% +$91.3K 1.14% 37
2024
Q3 		$2.25M Buy
+4,349
New +$2.15M 1.17% 38

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vivid Wealth Management's SPGI Position: Q1 2026 in Review

Vivid Wealth Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 5,668 shares — an estimated $2.96M sold.

Vivid Wealth Management first reported a position in SPGI in Q3 2024 and held it in 6 quarters. The position peaked at $2.96M in Q4 2025. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Vivid Wealth Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Vivid Wealth Management sold 5,668 S&P Global shares in Q1 2026, an estimated $2.96M.
  • Vivid Wealth Management first reported a position in S&P Global in Q3 2024 and held it in 6 quarters.
  • Vivid Wealth Management's S&P Global position peaked at $2.96M in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Vivid Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.