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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
Q2 		$10.2M Buy
25,123
+2,050
+9% +$866K 0.22% 87
2026
Q1 		$9.81M 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

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Avanza Fonder's SPGI Position: Q2 2026 in Review

Avanza Fonder increased its S&P Global (SPGI) stake by 8.9% in Q2 2026, buying an estimated $866K and bringing the position to 25,123 shares worth $10.2M. The position accounts for 0.22% of the portfolio, ranked #87.

Avanza Fonder first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.2M in Q4 2025. 728 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Avanza Fonder held 25,123 shares of S&P Global worth $10.2M as of Q2 2026.
  • Avanza Fonder bought 2,050 S&P Global shares in Q2 2026, an estimated $866K.
  • S&P Global made up 0.22% of Avanza Fonder's portfolio in Q2 2026, its #87 holding.
  • Avanza Fonder first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
  • Avanza Fonder's S&P Global position peaked at $12.2M in Q4 2025.
  • 728 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Avanza Fonder's 13F filing for Q2 2026, filed 17 Jul 2026.