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Aviso Wealth Management’s S&P Global SPGI Stock Holding History

Aviso Wealth Management’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
Q1 		$236K Sell
553
-15
-3% -$6.96K 0.11% 128
2025
Q4 		$297K Buy
568
+31
+6% +$15.3K 0.12% 119
2025
Q3 		$261K Sell
537
-4
-0.7% -$2.14K 0.11% 124
2025
Q2 		$285K Buy
541
+28
+5% +$14K 0.13% 118
2025
Q1 		$261K Sell
513
-12
-2% -$6.13K 0.14% 123
2024
Q4 		$262K Buy
525
+2
+0.4% +$1.01K 0.13% 122
2024
Q3 		$270K Sell
523
-28
-5% -$13.9K 0.15% 123
2024
Q2 		$246K Buy
551
+28
+5% +$12K 0.15% 131
2024
Q1 		$223K Buy
523
+31
+6% +$13.4K 0.14% 138
2023
Q4 		$217K Buy
+492
New +$194K 0.16% 133

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aviso Wealth Management's SPGI Position: Q1 2026 in Review

Aviso Wealth Management reduced its S&P Global (SPGI) stake by 2.6% in Q1 2026, selling an estimated $6.96K and leaving 553 shares worth $236K. The position accounts for 0.11% of the portfolio, ranked #128.

Aviso Wealth Management first reported a position in SPGI in Q4 2023 and has held it in 10 quarters since. The position peaked at $297K in Q4 2025. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Aviso Wealth Management held 553 shares of S&P Global worth $236K as of Q1 2026.
  • Aviso Wealth Management sold 15 S&P Global shares in Q1 2026, an estimated $6.96K.
  • S&P Global made up 0.11% of Aviso Wealth Management's portfolio in Q1 2026, its #128 holding.
  • Aviso Wealth Management first reported a position in S&P Global in Q4 2023 and has held it in 10 quarters since.
  • Aviso Wealth Management's S&P Global position peaked at $297K in Q4 2025.
  • 2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.