AC
SPGI icon

Avestar Capital’s S&P Global SPGI Stock Holding History

Avestar Capital’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 		$3.62M Sell
8,899
-600
-6% -$253K 0.2% 84
2026
Q1 		$4.04M Buy
9,499
+7,500
+375% +$3.48M 0.26% 72
2025
Q4 		$1.05M Sell
1,999
-322
-14% -$159K 0.07% 212
2025
Q3 		$1.13M Sell
2,321
-422
-15% -$226K 0.07% 202
2025
Q2 		$1.45M Buy
2,743
+240
+10% +$120K 0.1% 151
2025
Q1 		$1.27M Buy
2,503
+197
+9% +$101K 0.11% 154
2024
Q4 		$1.15M Buy
2,306
+362
+19% +$184K 0.1% 159
2024
Q3 		$1M Buy
1,944
+143
+8% +$70.8K 0.1% 155
2024
Q2 		$803K Buy
1,801
+142
+9% +$60.9K 0.08% 177
2024
Q1 		$706K Buy
1,659
+228
+16% +$98.8K 0.07% 188
2023
Q4 		$630K Buy
1,431
+66
+5% +$26K 0.07% 169
2023
Q3 		$499K Buy
1,365
+101
+8% +$39.7K 0.07% 169
2023
Q2 		$507K Buy
1,264
+165
+15% +$60.3K 0.08% 150
2023
Q1 		$379K Buy
1,099
+45
+4% +$15.8K 0.07% 184
2022
Q4 		$353K Buy
1,054
+256
+32% +$84.4K 0.06% 183
2022
Q3 		$244K Sell
798
-199
-20% -$71.2K 0.06% 220
2022
Q2 		$336K Buy
997
+448
+82% +$160K 0.08% 183
2022
Q1 		$225K Buy
+549
New +$224K 0.04% 360
2019
Q3 		– Sell
-21
Closed -$4K – 733
2019
Q2 		$4K Hold
21
– – ﹤0.01% 611
2019
Q1 		$2K Hold
21
– – ﹤0.01% 675
2018
Q4 		$2K Buy
21
+2
+11% +$358 ﹤0.01% 650
2018
Q3 		$2K Sell
19
-7
-27% -$1.45K ﹤0.01% 650
2018
Q2 		$3K Buy
26
+4
+18% +$790 ﹤0.01% 655
2018
Q1 		$2K Buy
22
+3
+16% +$554 ﹤0.01% 651
2017
Q4 		$2K Buy
+19
New +$3.1K ﹤0.01% 648

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Avestar Capital's SPGI Position: Q2 2026 in Review

Avestar Capital reduced its S&P Global (SPGI) stake by 6.3% in Q2 2026, selling an estimated $253K and leaving 8,899 shares worth $3.62M. The position accounts for 0.2% of the portfolio, ranked #84.

Avestar Capital first reported a position in SPGI in Q4 2017 and has held it in 25 quarters since. The position peaked at $4.04M in Q1 2026. 809 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Avestar Capital held 8,899 shares of S&P Global worth $3.62M as of Q2 2026.
  • Avestar Capital sold 600 S&P Global shares in Q2 2026, an estimated $253K.
  • S&P Global made up 0.2% of Avestar Capital's portfolio in Q2 2026, its #84 holding.
  • Avestar Capital first reported a position in S&P Global in Q4 2017 and has held it in 25 quarters since.
  • Avestar Capital's S&P Global position peaked at $4.04M in Q1 2026.
  • 809 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.