Wallace Advisory Group’s S&P Global SPGI Stock Holding History

Wallace Advisory 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	–	Sell	-535	Closed	-$228K	–	144
2026 Q1	$228K	Sell	535 -43	-7%	-$20K	0.24%	113
2025 Q4	$302K	Sell	578 -338	-37%	-$167K	0.32%	87
2025 Q3	$483K	Sell	916 -55	-6%	-$29.5K	0.39%	78
2025 Q2	$493K	Sell	971 -107	-10%	-$53.4K	0.36%	82
2025 Q1	$537K	Sell	1,078 -17	-2%	-$8.69K	0.37%	75
2024 Q4	$566K	Sell	1,095 -44	-4%	-$22.3K	0.39%	67
2024 Q3	$508K	Hold	1,139	–	–	0.37%	65
2024 Q2	$508K	Sell	1,139 -80	-7%	-$34.3K	0.37%	66
2024 Q1	$537K	Sell	1,219 -66	-5%	-$28.6K	0.4%	67
2023 Q4	$470K	Sell	1,285 -131	-9%	-$51.7K	0.37%	71
2023 Q3	$568K	Sell	1,416 -54	-4%	-$21.2K	0.41%	54
2023 Q2	$507K	Hold	1,470	–	–	0.39%	69
2023 Q1	$507K	Sell	1,470 -46	-3%	-$16.2K	0.39%	69
2022 Q4	$508K	Buy	+1,516	New	+$500K	0.4%	61

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wallace Advisory Group's SPGI Position: Q2 2026 in Review

Wallace Advisory Group sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 535 shares — an estimated $228K sold.

Wallace Advisory Group first reported a position in SPGI in Q4 2022 and held it in 14 quarters. The position peaked at $568K in Q3 2023. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Wallace Advisory Group reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
Wallace Advisory Group sold 535 S&P Global shares in Q2 2026, an estimated $228K.
Wallace Advisory Group first reported a position in S&P Global in Q4 2022 and held it in 14 quarters.
Wallace Advisory Group's S&P Global position peaked at $568K in Q3 2023.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.