Waypoint Wealth Counsel’s S&P Global SPGI Stock Holding History

Waypoint Wealth Counsel’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	$502K	Buy	+1,180	New	+$548K	0.26%	77

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

Waypoint Wealth Counsel's SPGI Position: Q1 2026 in Review

Waypoint Wealth Counsel opened a new position in S&P Global (SPGI) in Q1 2026: 1,180 shares worth $502K. The stake represents 0.26% of the portfolio and ranks #77 among its holdings.

2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Waypoint Wealth Counsel held 1,180 shares of S&P Global worth $502K as of Q1 2026.
S&P Global was a new Waypoint Wealth Counsel position in Q1 2026.
S&P Global made up 0.26% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #77 holding.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.