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Accelerate Investment Advisors’s S&P Global SPGI Stock Holding History

Accelerate Investment Advisors’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 		$381K Buy
895
+34
+4% +$15.8K 0.25% 59
2025
Q4 		$450K Buy
861
+71
+9% +$35.1K 0.3% 49
2025
Q3 		$384K Sell
790
-17
-2% -$9.1K 0.26% 59
2025
Q2 		$426K Sell
807
-71
-8% -$35.4K 0.32% 53
2025
Q1 		$446K Buy
878
+105
+14% +$53.7K 0.37% 49
2024
Q4 		$385K Buy
773
+200
+35% +$101K 0.34% 53
2024
Q3 		$296K Buy
+573
New +$284K 0.29% 57

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Accelerate Investment Advisors's SPGI Position: Q1 2026 in Review

Accelerate Investment Advisors increased its S&P Global (SPGI) stake by 3.9% in Q1 2026, buying an estimated $15.8K and bringing the position to 895 shares worth $381K. The position accounts for 0.25% of the portfolio, ranked #59.

Accelerate Investment Advisors first reported a position in SPGI in Q3 2024 and has held it in 7 quarters since. The position peaked at $450K in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Accelerate Investment Advisors held 895 shares of S&P Global worth $381K as of Q1 2026.
  • Accelerate Investment Advisors bought 34 S&P Global shares in Q1 2026, an estimated $15.8K.
  • S&P Global made up 0.25% of Accelerate Investment Advisors's portfolio in Q1 2026, its #59 holding.
  • Accelerate Investment Advisors first reported a position in S&P Global in Q3 2024 and has held it in 7 quarters since.
  • Accelerate Investment Advisors's S&P Global position peaked at $450K in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Accelerate Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.