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Wealth Preservation Advisors’s S&P Global SPGI Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-130
Closed -$55.3K – 826
2026
Q1 		$55.3K Buy
130
+129
+12,900% +$59.9K 0.05% 156
2025
Q4 		$523 Sell
1
-31
-97% -$15.3K ﹤0.01% 576
2025
Q3 		$15.6K Buy
32
+31
+3,100% +$16.6K 0.01% 265
2025
Q2 		$527 Hold
1
– – ﹤0.01% 552
2025
Q1 		$508 Buy
+1
New +$511 ﹤0.01% 532

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 Preservation Advisors's SPGI Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 130 shares — an estimated $55.3K sold.

Wealth Preservation Advisors first reported a position in SPGI in Q1 2025 and held it in 5 quarters. The position peaked at $55.3K in Q1 2026. 2,024 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 130 S&P Global shares in Q2 2026, an estimated $55.3K.
  • Wealth Preservation Advisors first reported a position in S&P Global in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's S&P Global position peaked at $55.3K in Q1 2026.
  • 2,024 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.