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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
Q2 		– Sell
-553
Closed -$236K – 149
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Aviso Wealth Management's SPGI Position: Q2 2026 in Review

Aviso Wealth Management sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 553 shares — an estimated $236K sold.

Aviso Wealth Management first reported a position in SPGI in Q4 2023 and held it in 10 quarters. The position peaked at $297K in Q4 2025. 2,024 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Aviso Wealth Management reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Aviso Wealth Management sold 553 S&P Global shares in Q2 2026, an estimated $236K.
  • Aviso Wealth Management first reported a position in S&P Global in Q4 2023 and held it in 10 quarters.
  • Aviso Wealth Management's S&P Global position peaked at $297K in Q4 2025.
  • 2,024 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.