AWE
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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
Q3 		$765K Sell
1,941
-39
-2% -$16.5K 0.02% 385
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

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Avidian Wealth Enterprises's SPGI Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its S&P Global (SPGI) stake by 2% in Q3 2026, selling an estimated $16.5K and leaving 1,941 shares worth $765K. The position accounts for 0.02% of the portfolio, ranked #385.

Avidian Wealth Enterprises first reported a position in SPGI in Q3 2019 and has held it in 13 quarters since. The position peaked at $1M in Q3 2019. 90 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Avidian Wealth Enterprises held 1,941 shares of S&P Global worth $765K as of Q3 2026.
  • Avidian Wealth Enterprises sold 39 S&P Global shares in Q3 2026, an estimated $16.5K.
  • S&P Global made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #385 holding.
  • Avidian Wealth Enterprises first reported a position in S&P Global in Q3 2019 and has held it in 13 quarters since.
  • Avidian Wealth Enterprises's S&P Global position peaked at $1M in Q3 2019.
  • 90 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.