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 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 $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

Wallace Advisory Group's SPGI Position: Q1 2026 in Review

Wallace Advisory Group reduced its S&P Global (SPGI) stake by 7.4% in Q1 2026, selling an estimated $20K and leaving 535 shares worth $228K. The position accounts for 0.24% of the portfolio, ranked #113.

Wallace Advisory Group first reported a position in SPGI in Q4 2022 and has held it in 14 quarters since. The position peaked at $568K in Q3 2023. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Wallace Advisory Group held 535 shares of S&P Global worth $228K as of Q1 2026.
Wallace Advisory Group sold 43 S&P Global shares in Q1 2026, an estimated $20K.
S&P Global made up 0.24% of Wallace Advisory Group's portfolio in Q1 2026, its #113 holding.
Wallace Advisory Group first reported a position in S&P Global in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's S&P Global position peaked at $568K in Q3 2023.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.