WIM
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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
Q2 		$1.18M Sell
2,892
-678
-19% -$286K 0.06% 217
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 $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 $3.38T AUM 44.17% 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

WealthPlan Investment Management's SPGI Position: Q2 2026 in Review

WealthPlan Investment Management reduced its S&P Global (SPGI) stake by 19% in Q2 2026, selling an estimated $286K and leaving 2,892 shares worth $1.18M. The position accounts for 0.06% of the portfolio, ranked #217.

WealthPlan Investment Management first reported a position in SPGI in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.43M in Q2 2025. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • WealthPlan Investment Management held 2,892 shares of S&P Global worth $1.18M as of Q2 2026.
  • WealthPlan Investment Management sold 678 S&P Global shares in Q2 2026, an estimated $286K.
  • S&P Global made up 0.06% of WealthPlan Investment Management's portfolio in Q2 2026, its #217 holding.
  • WealthPlan Investment Management first reported a position in S&P Global in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's S&P Global position peaked at $5.43M in Q2 2025.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.