Warther Private Wealth’s S&P Global SPGI Stock Holding History

Warther Private Wealth’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	$8.18M	Buy	+19,235	New	+$8.93M	1.92%	23

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

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 $45.2B AUM 12.74% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $484B AUM 34.9% 1-Year Est. Return

Warther Private Wealth's SPGI Position: Q1 2026 in Review

Warther Private Wealth opened a new position in S&P Global (SPGI) in Q1 2026: 19,235 shares worth $8.18M. The stake represents 1.92% of the portfolio and ranks #23 among its holdings.

2,117 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Warther Private Wealth held 19,235 shares of S&P Global worth $8.18M as of Q1 2026.
S&P Global was a new Warther Private Wealth position in Q1 2026.
S&P Global made up 1.92% of Warther Private Wealth's portfolio in Q1 2026, its #23 holding.
2,117 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Warther Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.