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 Q2	$1.69M	Sell	4,159 -702	-14%	-$296K	0.01%	536
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Envestnet Portfolio Solutions's SPGI Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its S&P Global (SPGI) stake by 14% in Q2 2026, selling an estimated $296K and leaving 4,159 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #536.

Envestnet Portfolio Solutions first reported a position in SPGI in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.6M in Q3 2024. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Envestnet Portfolio Solutions held 4,159 shares of S&P Global worth $1.69M as of Q2 2026.
Envestnet Portfolio Solutions sold 702 S&P Global shares in Q2 2026, an estimated $296K.
S&P Global made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #536 holding.
Envestnet Portfolio Solutions first reported a position in S&P Global in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's S&P Global position peaked at $15.6M in Q3 2024.
2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.