Walkner Condon Financial Advisors’s S&P Global SPGI Stock Holding History

Walkner Condon Financial Advisors’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	-477	Closed	-$249K	–	335
2025 Q4	$249K	Buy	477 +1	+0.2%	+$495	0.03%	263
2025 Q3	$232K	Buy	476 +12	+3%	+$6.43K	0.04%	266
2025 Q2	$245K	Buy	464 +4	+0.9%	+$2K	0.05%	245
2025 Q1	$234K	Buy	460 +38	+9%	+$19.4K	0.05%	241
2024 Q4	$210K	Buy	422 +5	+1%	+$2.54K	0.04%	265
2024 Q3	$215K	Buy	+417	New	+$206K	0.04%	256

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Walkner Condon Financial Advisors's SPGI Position: Q1 2026 in Review

Walkner Condon Financial Advisors sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 477 shares — an estimated $249K sold.

Walkner Condon Financial Advisors first reported a position in SPGI in Q3 2024 and held it in 6 quarters. The position peaked at $249K in Q4 2025. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Walkner Condon Financial Advisors reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Walkner Condon Financial Advisors sold 477 S&P Global shares in Q1 2026, an estimated $249K.
Walkner Condon Financial Advisors first reported a position in S&P Global in Q3 2024 and held it in 6 quarters.
Walkner Condon Financial Advisors's S&P Global position peaked at $249K in Q4 2025.
2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.