Wealth Advisory Solutions’s S&P Global SPGI Stock Holding History

Wealth Advisory Solutions’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
2025 Q4	–	Sell	-412	Closed	-$201K	–	149
2025 Q3	$201K	Hold	412	–	–	0.05%	138
2025 Q2	$217K	Sell	412 -56	-12%	-$27.9K	0.06%	137
2025 Q1	$238K	Buy	+468	New	+$239K	0.06%	126

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Advisory Solutions's SPGI Position: Q4 2025 in Review

Wealth Advisory Solutions sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 412 shares — an estimated $201K sold.

Wealth Advisory Solutions first reported a position in SPGI in Q1 2025 and held it in 3 quarters. The position peaked at $238K in Q1 2025. 2,194 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

Wealth Advisory Solutions reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
Wealth Advisory Solutions sold 412 S&P Global shares in Q4 2025, an estimated $201K.
Wealth Advisory Solutions first reported a position in S&P Global in Q1 2025 and held it in 3 quarters.
Wealth Advisory Solutions's S&P Global position peaked at $238K in Q1 2025.
2,194 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Wealth Advisory Solutions's 13F filing for Q4 2025, filed 16 Jan 2026.