WealthCollab’s S&P Global SPGI Stock Holding History

WealthCollab’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 Q1	$3.83K	Hold	9	–	–	﹤0.01%	738
2025 Q4	$4.7K	Hold	9	–	–	﹤0.01%	740
2025 Q3	$4.38K	Buy	9 +3	+50%	+$1.61K	﹤0.01%	701
2025 Q2	$3.16K	Hold	6	–	–	﹤0.01%	734
2025 Q1	$3.05K	Buy	6 +4	+200%	+$2.04K	﹤0.01%	711
2024 Q4	$997	Hold	2	–	–	﹤0.01%	821
2024 Q3	$1.03K	Hold	2	–	–	﹤0.01%	832
2024 Q2	$892	Sell	2 -5	-71%	-$2.15K	﹤0.01%	813
2024 Q1	$2.98K	Buy	+7	New	+$3.03K	﹤0.01%	691

Other funds holding SPGI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WealthCollab's SPGI Position: Q1 2026 in Review

WealthCollab held its S&P Global (SPGI) position steady in Q1 2026 at 9 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

WealthCollab first reported a position in SPGI in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.7K in Q4 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

WealthCollab held 9 shares of S&P Global worth $3.83K as of Q1 2026.
WealthCollab left its S&P Global share count unchanged in Q1 2026.
S&P Global made up ﹤0.01% of WealthCollab's portfolio in Q1 2026, its #738 holding.
WealthCollab first reported a position in S&P Global in Q1 2024 and has held it in 9 quarters since.
WealthCollab's S&P Global position peaked at $4.7K in Q4 2025.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.