Envestnet Portfolio Solutions’s S&P Global SPGI Stock Holding History

Envestnet Portfolio Solutions’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	$2.07M	Sell	4,861 -10,356	-68%	-$4.81M	0.01%	448
2025 Q4	$7.95M	Sell	15,217 -149	-1%	-$73.7K	0.03%	289
2025 Q3	$7.48M	Sell	15,366 -1,981	-11%	-$1.06M	0.03%	276
2025 Q2	$9.15M	Sell	17,347 -1,901	-10%	-$949K	0.03%	240
2025 Q1	$9.78M	Sell	19,248 -6,815	-26%	-$3.48M	0.04%	232
2024 Q4	$13M	Sell	26,063 -4,090	-14%	-$2.08M	0.04%	209
2024 Q3	$15.6M	Buy	30,153 +139	+0.5%	+$68.8K	0.05%	183
2024 Q2	$13.4M	Buy	30,014 +1,405	+5%	+$603K	0.05%	192
2024 Q1	$12.2M	Buy	28,609 +1,294	+5%	+$561K	0.05%	199
2023 Q4	$12M	Buy	27,315 +2,272	+9%	+$897K	0.05%	187
2023 Q3	$9.15M	Buy	+25,043	New	+$9.85M	0.04%	196

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Envestnet Portfolio Solutions's SPGI Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its S&P Global (SPGI) stake by 68% in Q1 2026, selling an estimated $4.81M and leaving 4,861 shares worth $2.07M. The position accounts for 0.01% of the portfolio, ranked #448.

Envestnet Portfolio Solutions first reported a position in SPGI in Q3 2023 and has held it in 11 quarters since. The position peaked at $15.6M in Q3 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Envestnet Portfolio Solutions held 4,861 shares of S&P Global worth $2.07M as of Q1 2026.
Envestnet Portfolio Solutions sold 10,356 S&P Global shares in Q1 2026, an estimated $4.81M.
S&P Global made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #448 holding.
Envestnet Portfolio Solutions first reported a position in S&P Global in Q3 2023 and has held it in 11 quarters since.
Envestnet Portfolio Solutions's S&P Global position peaked at $15.6M in Q3 2024.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.