Winnow Wealth’s S&P Global SPGI Stock Holding History

Winnow Wealth’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	Closed	-$1.57K	–	485
2025 Q4	$1.57K	Buy	3 +2	+200%	+$990	﹤0.01%	383
2025 Q3	$487	Buy	+1	New	+$535	﹤0.01%	472
2025 Q2	–	Sell	-11	Closed	-$5.21K	–	601
2025 Q1	$5.21K	Buy	11 +4	+57%	+$2.04K	﹤0.01%	235
2024 Q4	$3.44K	Buy	+7	New	+$3.55K	﹤0.01%	229

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

Winnow Wealth's SPGI Position: Q1 2026 in Review

Winnow Wealth sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 3 shares — an estimated $1.57K sold.

Winnow Wealth first reported a position in SPGI in Q4 2024 and held it in 4 quarters. The position peaked at $5.21K in Q1 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Winnow Wealth reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 3 S&P Global shares in Q1 2026, an estimated $1.57K.
Winnow Wealth first reported a position in S&P Global in Q4 2024 and held it in 4 quarters.
Winnow Wealth's S&P Global position peaked at $5.21K in Q1 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.