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Wealth Alliance’s S&P Global SPGI Stock Holding History

Wealth Alliance’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 		$983K Sell
2,413
-754
-24% -$318K 0.08% 195
2026
Q1 		$1.35M Buy
3,167
+133
+4% +$61.7K 0.13% 147
2025
Q4 		$1.59M Sell
3,034
-129
-4% -$63.8K 0.16% 125
2025
Q3 		$1.54M Sell
3,163
-2
-0.1% -$1.07K 0.16% 124
2025
Q2 		$1.67M Sell
3,165
-104
-3% -$51.9K 0.19% 105
2025
Q1 		$1.66M Sell
3,269
-48
-1% -$24.5K 0.2% 99
2024
Q4 		$1.65M Sell
3,317
-16
-0.5% -$8.12K 0.2% 101
2024
Q3 		$1.72M Sell
3,333
-57
-2% -$28.2K 0.21% 101
2024
Q2 		$1.51M Sell
3,390
-53
-2% -$22.7K 0.2% 100
2024
Q1 		$1.46M Sell
3,443
-292
-8% -$127K 0.19% 111
2023
Q4 		$1.65M Sell
3,735
-64
-2% -$25.3K 0.23% 94
2023
Q3 		$1.39M Sell
3,799
-182
-5% -$71.6K 0.22% 99
2023
Q2 		$1.6M Buy
3,981
+1,193
+43% +$436K 0.24% 90
2023
Q1 		$961K Sell
2,788
-46
-2% -$16.2K 0.16% 141
2022
Q4 		$949K Buy
2,834
+582
+26% +$192K 0.17% 140
2022
Q3 		$687K Sell
2,252
-34
-1% -$12.2K 0.14% 168
2022
Q2 		$771K Buy
2,286
+20
+0.9% +$7.13K 0.15% 154
2022
Q1 		$930K Buy
2,266
+1,388
+158% +$565K 0.19% 127
2021
Q4 		$414K Sell
878
-36
-4% -$16.5K 0.08% 266
2021
Q3 		$388K Sell
914
-29
-3% -$12.6K 0.09% 269
2021
Q2 		$387K Buy
943
+293
+45% +$113K 0.09% 254
2021
Q1 		$229K Sell
650
-587
-47% -$195K 0.06% 353
2020
Q4 		$407K Buy
1,237
+23
+2% +$7.76K 0.12% 208
2020
Q3 		$438K Hold
1,214
– – 0.16% 161
2020
Q2 		$400K Sell
1,214
-7
-0.6% -$2.1K 0.16% 168
2020
Q1 		$299K Buy
+1,221
New +$335K 0.16% 160

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wealth Alliance's SPGI Position: Q2 2026 in Review

Wealth Alliance reduced its S&P Global (SPGI) stake by 24% in Q2 2026, selling an estimated $318K and leaving 2,413 shares worth $983K. The position accounts for 0.08% of the portfolio, ranked #195.

Wealth Alliance first reported a position in SPGI in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.72M in Q3 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Wealth Alliance held 2,413 shares of S&P Global worth $983K as of Q2 2026.
  • Wealth Alliance sold 754 S&P Global shares in Q2 2026, an estimated $318K.
  • S&P Global made up 0.08% of Wealth Alliance's portfolio in Q2 2026, its #195 holding.
  • Wealth Alliance first reported a position in S&P Global in Q1 2020 and has held it in 26 quarters since.
  • Wealth Alliance's S&P Global position peaked at $1.72M in Q3 2024.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.