WLG
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Williamson Legacy Group’s S&P Global SPGI Stock Holding History

Williamson Legacy Group’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
2025
Q2 		– Sell
-1,759
Closed -$894K – 133
2025
Q1 		$894K Buy
1,759
+148
+9% +$75.6K 0.85% 61
2024
Q4 		$802K Sell
1,611
-71
-4% -$36K 0.53% 64
2024
Q3 		$869K Buy
+1,682
New +$832K 0.58% 57

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Williamson Legacy Group's SPGI Position: Q2 2025 in Review

Williamson Legacy Group sold out of S&P Global (SPGI) in Q2 2025, closing a stake of 1,759 shares — an estimated $894K sold.

Williamson Legacy Group first reported a position in SPGI in Q3 2024 and held it in 3 quarters. The position peaked at $894K in Q1 2025. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • Williamson Legacy Group reported no remaining S&P Global position as of Q2 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 1,759 S&P Global shares in Q2 2025, an estimated $894K.
  • Williamson Legacy Group first reported a position in S&P Global in Q3 2024 and held it in 3 quarters.
  • Williamson Legacy Group's S&P Global position peaked at $894K in Q1 2025.
  • 2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Williamson Legacy Group's 13F filing for Q2 2025, filed 13 Aug 2025.