WAU
SPGI icon

Wellington-Altus USA’s S&P Global SPGI Stock Holding History

Wellington-Altus USA’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 		$51K Buy
120
+109
+991% +$46K 0.04% 297
2026
Q1 		$4.48K Sell
11
-109
-91% -$50.6K ﹤0.01% 643
2025
Q4 		$62.7K Buy
+120
New +$59.4K 0.05% 259

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

Wellington-Altus USA's SPGI Position: Q2 2026 in Review

Wellington-Altus USA increased its S&P Global (SPGI) stake by 991% in Q2 2026, buying an estimated $46K and bringing the position to 120 shares worth $51K. The position accounts for 0.04% of the portfolio, ranked #297.

Wellington-Altus USA first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $62.7K in Q4 2025. 2,025 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Wellington-Altus USA held 120 shares of S&P Global worth $51K as of Q2 2026.
  • Wellington-Altus USA bought 109 S&P Global shares in Q2 2026, an estimated $46K.
  • S&P Global made up 0.04% of Wellington-Altus USA's portfolio in Q2 2026, its #297 holding.
  • Wellington-Altus USA first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's S&P Global position peaked at $62.7K in Q4 2025.
  • 2,025 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.