Blue Zone Wealth Advisors
SPGI icon

Blue Zone Wealth Advisors’s S&P Global SPGI Stock Holding History

Blue Zone Wealth Advisors’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 		$5.18M Sell
13,129
-39
-0.3% -$16.5K 0.81% 39
2026
Q2 		$5.36M Sell
13,168
-222
-2% -$93.8K 0.94% 35
2026
Q1 		$5.7M Buy
13,390
+245
+2% +$114K 1.16% 36
2025
Q4 		$6.87M Buy
13,145
+214
+2% +$106K 1.31% 30
2025
Q3 		$6.29M Buy
12,931
+365
+3% +$195K 1.26% 30
2025
Q2 		$6.63M Buy
12,566
+301
+2% +$150K 1.65% 24
2025
Q1 		$6.23M Buy
12,265
+1,012
+9% +$517K 1.73% 24
2024
Q4 		$5.6M Buy
11,253
+175
+2% +$88.8K 1.62% 22
2024
Q3 		$5.72M Buy
11,078
+330
+3% +$163K 1.78% 20
2024
Q2 		$4.79M Sell
10,748
-140
-1% -$60.1K 1.65% 23
2024
Q1 		$4.63M Buy
10,888
+255
+2% +$111K 1.59% 28
2023
Q4 		$4.68M Buy
10,633
+422
+4% +$167K 1.87% 23
2023
Q3 		$3.73M Buy
+10,211
New +$4.01M 1.64% 26

Other funds holding SPGI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Blue Zone Wealth Advisors's SPGI Position: Q3 2026 in Review

Blue Zone Wealth Advisors reduced its S&P Global (SPGI) stake by 0.3% in Q3 2026, selling an estimated $16.5K and leaving 13,129 shares worth $5.18M. The position accounts for 0.81% of the portfolio, ranked #39.

Blue Zone Wealth Advisors first reported a position in SPGI in Q3 2023 and has held it in 13 quarters since. The position peaked at $6.87M in Q4 2025. 1,154 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Blue Zone Wealth Advisors held 13,129 shares of S&P Global worth $5.18M as of Q3 2026.
  • Blue Zone Wealth Advisors sold 39 S&P Global shares in Q3 2026, an estimated $16.5K.
  • S&P Global made up 0.81% of Blue Zone Wealth Advisors's portfolio in Q3 2026, its #39 holding.
  • Blue Zone Wealth Advisors first reported a position in S&P Global in Q3 2023 and has held it in 13 quarters since.
  • Blue Zone Wealth Advisors's S&P Global position peaked at $6.87M in Q4 2025.
  • 1,154 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.