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WealthPlan Investment Management’s S&P Global SPGI Stock Holding History

WealthPlan Investment Management’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 		$1.52M Sell
3,570
-2,358
-40% -$1.09M 0.08% 180
2025
Q4 		$3.1M Sell
5,928
-4,078
-41% -$2.02M 0.2% 107
2025
Q3 		$4.87M Sell
10,006
-291
-3% -$156K 0.32% 88
2025
Q2 		$5.43M Buy
10,297
+2,051
+25% +$1.02M 0.4% 80
2025
Q1 		$4.19M Sell
8,246
-700
-8% -$358K 0.41% 73
2024
Q4 		$4.46M Sell
8,946
-13
-0.1% -$6.6K 0.44% 69
2024
Q3 		$4.63M Buy
8,959
+3,592
+67% +$1.78M 0.47% 72
2024
Q2 		$2.39M Buy
5,367
+173
+3% +$74.2K 0.36% 68
2024
Q1 		$2.21M Buy
5,194
+382
+8% +$166K 0.34% 70
2023
Q4 		$2.12M Buy
4,812
+391
+9% +$154K 0.34% 72
2023
Q3 		$1.62M Buy
4,421
+2,282
+107% +$897K 0.29% 73
2023
Q2 		$857K Sell
2,139
-2,008
-48% -$734K 0.26% 79
2023
Q1 		$1.43M Sell
4,147
-4,392
-51% -$1.55M 0.25% 76
2022
Q4 		$3.16M Sell
8,539
-594
-7% -$196K 0.22% 96
2022
Q3 		$3.21M Buy
+9,133
New +$3.27M 0.23% 85
2022
Q1 		$3.36M Buy
+8,924
New +$3.63M 0.23% 95

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WealthPlan Investment Management's SPGI Position: Q1 2026 in Review

WealthPlan Investment Management reduced its S&P Global (SPGI) stake by 40% in Q1 2026, selling an estimated $1.09M and leaving 3,570 shares worth $1.52M. The position accounts for 0.08% of the portfolio, ranked #180.

WealthPlan Investment Management first reported a position in SPGI in Q1 2022 and has held it in 16 quarters since. The position peaked at $5.43M in Q2 2025. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • WealthPlan Investment Management held 3,570 shares of S&P Global worth $1.52M as of Q1 2026.
  • WealthPlan Investment Management sold 2,358 S&P Global shares in Q1 2026, an estimated $1.09M.
  • S&P Global made up 0.08% of WealthPlan Investment Management's portfolio in Q1 2026, its #180 holding.
  • WealthPlan Investment Management first reported a position in S&P Global in Q1 2022 and has held it in 16 quarters since.
  • WealthPlan Investment Management's S&P Global position peaked at $5.43M in Q2 2025.
  • 2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.