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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
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Blue Zone Wealth Advisors's SPGI Position: Q2 2026 in Review

Blue Zone Wealth Advisors reduced its S&P Global (SPGI) stake by 1.7% in Q2 2026, selling an estimated $93.8K and leaving 13,168 shares worth $5.36M. The position accounts for 0.94% of the portfolio, ranked #35.

Blue Zone Wealth Advisors first reported a position in SPGI in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.87M in Q4 2025. 303 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Blue Zone Wealth Advisors held 13,168 shares of S&P Global worth $5.36M as of Q2 2026.
  • Blue Zone Wealth Advisors sold 222 S&P Global shares in Q2 2026, an estimated $93.8K.
  • S&P Global made up 0.94% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • Blue Zone Wealth Advisors first reported a position in S&P Global in Q3 2023 and has held it in 12 quarters since.
  • Blue Zone Wealth Advisors's S&P Global position peaked at $6.87M in Q4 2025.
  • 303 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.