Avidian Wealth Enterprises’s S&P Global SPGI Stock Holding History

Avidian Wealth Enterprises’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	$806K	Buy	1,980 +471	+31%	+$199K	0.02%	369
2026 Q1	$642K	Buy	1,509 +894	+145%	+$415K	0.02%	389
2025 Q4	$321K	Buy	615 +69	+13%	+$34.1K	0.01%	460
2025 Q3	$266K	Buy	546 +62	+13%	+$33.2K	0.01%	493
2025 Q2	$255K	Buy	484 +10	+2%	+$4.99K	0.01%	468
2025 Q1	$241K	Sell	474 -3	-0.6%	-$1.53K	0.01%	466
2024 Q4	$238K	Buy	477 +66	+16%	+$33.5K	0.01%	448
2024 Q3	$212K	Buy	+411	New	+$203K	0.01%	470
2022 Q2	–	Sell	-827	Closed	-$339K	–	495
2022 Q1	$339K	Sell	827 -5	-0.6%	-$2.04K	0.02%	365
2021 Q4	$393K	Buy	+832	New	+$381K	0.02%	345
2020 Q1	–	Sell	-2,612	Closed	-$713K	–	248
2019 Q4	$713K	Sell	2,612 -1,479	-36%	-$384K	0.1%	85
2019 Q3	$1M	Buy	+4,091	New	+$1.02M	0.17%	58

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Avidian Wealth Enterprises's SPGI Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its S&P Global (SPGI) stake by 31% in Q2 2026, buying an estimated $199K and bringing the position to 1,980 shares worth $806K. The position accounts for 0.02% of the portfolio, ranked #369.

Avidian Wealth Enterprises first reported a position in SPGI in Q3 2019 and has held it in 12 quarters since. The position peaked at $1M in Q3 2019. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Avidian Wealth Enterprises held 1,980 shares of S&P Global worth $806K as of Q2 2026.
Avidian Wealth Enterprises bought 471 S&P Global shares in Q2 2026, an estimated $199K.
S&P Global made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #369 holding.
Avidian Wealth Enterprises first reported a position in S&P Global in Q3 2019 and has held it in 12 quarters since.
Avidian Wealth Enterprises's S&P Global position peaked at $1M in Q3 2019.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.