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 Q2	$1.22K	Sell	3 -6	-67%	-$2.53K	﹤0.01%	903
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WealthCollab's SPGI Position: Q2 2026 in Review

WealthCollab reduced its S&P Global (SPGI) stake by 67% in Q2 2026, selling an estimated $2.53K and leaving 3 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

WealthCollab first reported a position in SPGI in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.7K in Q4 2025. 2,023 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

WealthCollab held 3 shares of S&P Global worth $1.22K as of Q2 2026.
WealthCollab sold 6 S&P Global shares in Q2 2026, an estimated $2.53K.
S&P Global made up ﹤0.01% of WealthCollab's portfolio in Q2 2026, its #903 holding.
WealthCollab first reported a position in S&P Global in Q1 2024 and has held it in 10 quarters since.
WealthCollab's S&P Global position peaked at $4.7K in Q4 2025.
2,023 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.