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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
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 $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

Advisor OS's SPGI Position: Q1 2026 in Review

Advisor OS increased its S&P Global (SPGI) stake by 5.1% in Q1 2026, buying an estimated $14.9K and bringing the position to 664 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #442.

Advisor OS first reported a position in SPGI in Q2 2020 and has held it in 10 quarters since. The position peaked at $439K in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Advisor OS held 664 shares of S&P Global worth $282K as of Q1 2026.
  • Advisor OS bought 32 S&P Global shares in Q1 2026, an estimated $14.9K.
  • S&P Global made up 0.02% of Advisor OS's portfolio in Q1 2026, its #442 holding.
  • Advisor OS first reported a position in S&P Global in Q2 2020 and has held it in 10 quarters since.
  • Advisor OS's S&P Global position peaked at $439K in Q2 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.