Avanza Fonder’s S&P Global SPGI Stock Holding History

Avanza Fonder’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 Q3	$11.3M	Buy	28,771 +3,648	+15%	+$1.54M	0.22%	86
2026 Q2	$10.2M	Buy	25,123 +2,050	+9%	+$866K	0.22%	87
2026 Q1	$9.8M	Sell	23,073 -190	-0.8%	-$88.2K	0.27%	69
2025 Q4	$12.2M	Buy	23,263 +1,397	+6%	+$691K	0.31%	63
2025 Q3	$10.6M	Buy	21,866 +923	+4%	+$494K	0.28%	63
2025 Q2	$11M	Sell	20,943 -1,063	-5%	-$531K	0.33%	55
2025 Q1	$11.3M	Sell	22,006 -912	-4%	-$466K	0.37%	52
2024 Q4	$11.4M	Buy	+22,918	New	+$11.6M	0.34%	51

Other funds holding SPGI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Avanza Fonder's SPGI Position: Q3 2026 in Review

Avanza Fonder increased its S&P Global (SPGI) stake by 15% in Q3 2026, buying an estimated $1.54M and bringing the position to 28,771 shares worth $11.3M. The position accounts for 0.22% of the portfolio, ranked #86.

Avanza Fonder first reported a position in SPGI in Q4 2024 and has held it in 8 quarters since. The position peaked at $12.2M in Q4 2025. 1,231 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

Avanza Fonder held 28,771 shares of S&P Global worth $11.3M as of Q3 2026.
Avanza Fonder bought 3,648 S&P Global shares in Q3 2026, an estimated $1.54M.
S&P Global made up 0.22% of Avanza Fonder's portfolio in Q3 2026, its #86 holding.
Avanza Fonder first reported a position in S&P Global in Q4 2024 and has held it in 8 quarters since.
Avanza Fonder's S&P Global position peaked at $12.2M in Q4 2025.
1,231 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Avanza Fonder's 13F filing for Q3 2026, filed 13 Oct 2026.