1858 Wealth Management »

S&p Global shares owned by 1858 Wealth Management

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by 1858 Wealth Management from 13F filings

Historical chart of 1858 Wealth Management investment in S&p Global

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All positions including S&p Global held by 1858 Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by 1858 Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $209k 404 516.62

More positions owned by 1858 Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Cme (CME)
Ametek (AME)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Palo Alto Networks (PANW)
Alphabet Cap Stk Cl C (GOOG)
Ge Vernova (GEV)
Uber Technologies (UBER)

View all positions for 1858 Wealth Management

Top funds holding S&p Global

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Capital Research and Management Company - Division 3
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Edgewood Management
Invesco
Northern Trust
Goldman Sachs Group
Wells Fargo & Company
T. Rowe Price Associates
Parnassus Investments

View all funds holding S&p Global