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WealthPLAN Partners’s S&P Global SPGI Stock Holding History

WealthPLAN Partners’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
-1,253
Closed -$533K – 247
2026
Q1 		$533K Sell
1,253
-875
-41% -$406K 0.1% 158
2025
Q4 		$1.11M Sell
2,128
-55
-3% -$27.2K 0.17% 123
2025
Q3 		$1.06M Buy
2,183
+126
+6% +$67.5K 0.16% 124
2025
Q2 		$1.08M Sell
2,057
-1,826
-47% -$911K 0.17% 118
2025
Q1 		$1.97M Buy
3,883
+73
+2% +$37.3K 0.28% 90
2024
Q4 		$1.9M Sell
3,810
-951
-20% -$483K 0.27% 96
2024
Q3 		$2.46M Sell
4,761
-2,861
-38% -$1.42M 0.33% 81
2024
Q2 		$3.4M Buy
7,622
+392
+5% +$168K 0.37% 81
2024
Q1 		$3.08M Buy
7,230
+1,684
+30% +$730K 0.32% 95
2023
Q4 		$2.44M Buy
5,546
+169
+3% +$66.7K 0.25% 102
2023
Q3 		$1.96M Buy
5,377
+3,321
+162% +$1.31M 0.23% 104
2023
Q2 		$824K Sell
2,056
-2,933
-59% -$1.07M 0.12% 148
2023
Q1 		$1.72M Sell
4,989
-3,550
-42% -$1.25M 0.2% 102
2022
Q4 		$3.12M Buy
+8,539
New +$2.81M 0.22% 95
2022
Q1 		$3.36M Buy
8,924
+3,631
+69% +$1.48M 0.23% 95
2021
Q4 		$2.2M Buy
5,293
+532
+11% +$243K 0.14% 112
2021
Q3 		$2.24M Buy
4,761
+193
+4% +$83.6K 0.15% 112
2021
Q2 		$1.98M Buy
4,568
+1,000
+28% +$384K 0.14% 109
2021
Q1 		$1.42M Buy
+3,568
New +$1.19M 0.11% 121

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

WealthPLAN Partners's SPGI Position: Q2 2026 in Review

WealthPLAN Partners sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 1,253 shares — an estimated $533K sold.

WealthPLAN Partners first reported a position in SPGI in Q1 2021 and held it in 19 quarters. The position peaked at $3.4M in Q2 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • WealthPLAN Partners reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 1,253 S&P Global shares in Q2 2026, an estimated $533K.
  • WealthPLAN Partners first reported a position in S&P Global in Q1 2021 and held it in 19 quarters.
  • WealthPLAN Partners's S&P Global position peaked at $3.4M in Q2 2024.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.