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SPGI icon

Advisor OS’s S&P Global SPGI Stock Holding History

Advisor OS’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
Q2 		$229K Sell
563
-101
-15% -$42.7K 0.02% 519
2026
Q1 		$282K Buy
664
+32
+5% +$14.9K 0.02% 442
2025
Q4 		$330K Buy
632
+13
+2% +$6.43K 0.03% 360
2025
Q3 		$301K Sell
619
-214
-26% -$115K 0.03% 364
2025
Q2 		$439K Buy
833
+58
+7% +$28.9K 0.04% 276
2025
Q1 		$394K Buy
775
+9
+1% +$4.6K 0.04% 267
2024
Q4 		$381K Buy
766
+16
+2% +$8.12K 0.04% 272
2024
Q3 		$387K Buy
750
+100
+15% +$49.5K 0.04% 279
2024
Q2 		$290K Sell
650
-121
-16% -$51.9K 0.03% 312
2024
Q1 		$328K Buy
+771
New +$334K 0.04% 295
2020
Q3 		– Sell
-1,052
Closed -$347K – 151
2020
Q2 		$347K Buy
+1,052
New +$316K 0.21% 97

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Advisor OS's SPGI Position: Q2 2026 in Review

Advisor OS reduced its S&P Global (SPGI) stake by 15% in Q2 2026, selling an estimated $42.7K and leaving 563 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #519.

Advisor OS first reported a position in SPGI in Q2 2020 and has held it in 11 quarters since. The position peaked at $439K in Q2 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Advisor OS held 563 shares of S&P Global worth $229K as of Q2 2026.
  • Advisor OS sold 101 S&P Global shares in Q2 2026, an estimated $42.7K.
  • S&P Global made up 0.02% of Advisor OS's portfolio in Q2 2026, its #519 holding.
  • Advisor OS first reported a position in S&P Global in Q2 2020 and has held it in 11 quarters since.
  • Advisor OS's S&P Global position peaked at $439K in Q2 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.