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

Wealth Architects’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 		$257K Sell
630
-17
-3% -$7.18K 0.02% 217
2026
Q1 		$275K Sell
647
-20
-3% -$9.29K 0.02% 189
2025
Q4 		$349K Sell
667
-18
-3% -$8.91K 0.03% 171
2025
Q3 		$333K Buy
685
+4
+0.6% +$2.14K 0.03% 168
2025
Q2 		$359K Sell
681
-21
-3% -$10.5K 0.04% 157
2025
Q1 		$357K Buy
702
+23
+3% +$11.8K 0.04% 163
2024
Q4 		$338K Sell
679
-14
-2% -$7.1K 0.04% 155
2024
Q3 		$358K Sell
693
-1
-0.1% -$495 0.04% 150
2024
Q2 		$310K Buy
694
+17
+3% +$7.29K 0.04% 160
2024
Q1 		$288K Sell
677
-1
-0.1% -$433 0.04% 161
2023
Q4 		$299K Buy
678
+10
+1% +$3.95K 0.04% 156
2023
Q3 		$244K Buy
668
+13
+2% +$5.11K 0.04% 159
2023
Q2 		$263K Buy
655
+7
+1% +$2.56K 0.04% 155
2023
Q1 		$223K Buy
648
+6
+0.9% +$2.11K 0.04% 166
2022
Q4 		$215K Sell
642
-42
-6% -$13.8K 0.04% 159
2022
Q3 		$209K Buy
684
+35
+5% +$12.5K 0.04% 158
2022
Q2 		$219K Sell
649
-55
-8% -$19.6K 0.04% 165
2022
Q1 		$289K Buy
704
+134
+24% +$54.6K 0.05% 156
2021
Q4 		$269K Buy
+570
New +$261K 0.05% 157

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 Architects's SPGI Position: Q2 2026 in Review

Wealth Architects reduced its S&P Global (SPGI) stake by 2.6% in Q2 2026, selling an estimated $7.18K and leaving 630 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #217.

Wealth Architects first reported a position in SPGI in Q4 2021 and has held it in 19 quarters since. The position peaked at $359K in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Wealth Architects held 630 shares of S&P Global worth $257K as of Q2 2026.
  • Wealth Architects sold 17 S&P Global shares in Q2 2026, an estimated $7.18K.
  • S&P Global made up 0.02% of Wealth Architects's portfolio in Q2 2026, its #217 holding.
  • Wealth Architects first reported a position in S&P Global in Q4 2021 and has held it in 19 quarters since.
  • Wealth Architects's S&P Global position peaked at $359K in Q2 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.