Whitaker-Myers Wealth Managers’s S&P Global SPGI Stock Holding History

Whitaker-Myers Wealth Managers’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	–	Sell	-3,051	Closed	-$1.59M	–	119
2025 Q4	$1.59M	Buy	3,051 +1,377	+82%	+$681K	0.33%	48
2025 Q3	$815K	Buy	1,674 +578	+53%	+$309K	0.18%	73
2025 Q2	$578K	Buy	1,096 +124	+13%	+$61.9K	0.15%	68
2025 Q1	$494K	Buy	+972	New	+$497K	0.14%	61
2024 Q4	–	Sell	-611	Closed	-$316K	–	137
2024 Q3	$316K	Buy	+611	New	+$302K	0.11%	82

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Whitaker-Myers Wealth Managers's SPGI Position: Q1 2026 in Review

Whitaker-Myers Wealth Managers sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 3,051 shares — an estimated $1.59M sold.

Whitaker-Myers Wealth Managers first reported a position in SPGI in Q3 2024 and held it in 5 quarters. The position peaked at $1.59M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Whitaker-Myers Wealth Managers reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Whitaker-Myers Wealth Managers sold 3,051 S&P Global shares in Q1 2026, an estimated $1.59M.
Whitaker-Myers Wealth Managers first reported a position in S&P Global in Q3 2024 and held it in 5 quarters.
Whitaker-Myers Wealth Managers's S&P Global position peaked at $1.59M in Q4 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2026, filed 9 Apr 2026.