Wealth Enhancement Advisory Services
SPGI icon

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

Wealth Enhancement Advisory Services’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
Q3 		$21M Buy
55,001
+1,906
+4% +$807K 0.03% 463
2026
Q2 		$21.4M Sell
53,095
-8,396
-14% -$3.55M 0.04% 421
2026
Q1 		$24.6M Sell
61,491
-27,408
-31% -$12.7M 0.05% 333
2025
Q4 		$48M Sell
88,899
-6,285
-7% -$3.11M 0.07% 263
2025
Q3 		$45.8M Buy
95,184
+4,455
+5% +$2.39M 0.07% 248
2025
Q2 		$48.1M Buy
90,729
+3,935
+5% +$1.96M 0.08% 234
2025
Q1 		$44.1M Buy
86,794
+1,166
+1% +$596K 0.08% 227
2024
Q4 		$42.6M Buy
85,628
+1,187
+1% +$602K 0.08% 229
2024
Q3 		$43.6M Buy
84,441
+440
+0.5% +$218K 0.09% 210
2024
Q2 		$37.5M Buy
84,001
+355
+0.4% +$152K 0.09% 214
2024
Q1 		$35.6M Buy
83,646
+2,109
+3% +$914K 0.09% 215
2023
Q4 		$35.9M Sell
81,537
-20,487
-20% -$8.08M 0.1% 196
2023
Q3 		$37.3M Buy
102,024
+101,235
+12,831% +$39.8M 0.12% 171
2023
Q2 		$316K Buy
+789
New +$288K ﹤0.01% 428
2021
Q4 		– Sell
-24,923
Closed -$11.6M – 332
2021
Q3 		$11.6M Buy
24,923
+21,910
+727% +$9.49M 0.17% 68
2021
Q2 		$1.24M Buy
+3,013
New +$1.16M 0.02% 180

Other funds holding SPGI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Wealth Enhancement Advisory Services's SPGI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its S&P Global (SPGI) stake by 3.6% in Q3 2026, buying an estimated $807K and bringing the position to 55,001 shares worth $21M. The position accounts for 0.03% of the portfolio, ranked #463.

Wealth Enhancement Advisory Services first reported a position in SPGI in Q2 2021 and has held it in 16 quarters since. The position peaked at $48.1M in Q2 2025. 1,268 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Wealth Enhancement Advisory Services held 55,001 shares of S&P Global worth $21M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,906 S&P Global shares in Q3 2026, an estimated $807K.
  • S&P Global made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #463 holding.
  • Wealth Enhancement Advisory Services first reported a position in S&P Global in Q2 2021 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's S&P Global position peaked at $48.1M in Q2 2025.
  • 1,268 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.