EH
SPGI icon

Equitable Holdings’s S&P Global SPGI Stock Holding History

Equitable Holdings’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 		$2.48M Buy
5,080
+1,237
+32% +$574K 0.02% 649
2025
Q4 		$2.01M Buy
3,843
+50
+1% +$24.7K 0.01% 638
2025
Q3 		$1.85M Buy
3,793
+186
+5% +$99.6K 0.01% 641
2025
Q2 		$1.9M Buy
3,607
+298
+9% +$149K 0.02% 589
2025
Q1 		$1.68M Buy
3,309
+522
+19% +$267K 0.02% 560
2024
Q4 		$1.39M Buy
2,787
+479
+21% +$243K 0.01% 584
2024
Q3 		$1.19M Buy
2,308
+239
+12% +$118K 0.01% 628
2024
Q2 		$923K Buy
2,069
+118
+6% +$50.6K 0.01% 667
2024
Q1 		$830K Buy
1,951
+115
+6% +$49.8K 0.01% 662
2023
Q4 		$809K Buy
1,836
+1,096
+148% +$433K 0.01% 639
2023
Q3 		$270K Buy
740
+89
+14% +$35K ﹤0.01% 898
2023
Q2 		$261K Buy
+651
New +$238K ﹤0.01% 903
2022
Q4 		– Sell
-719
Closed -$220K – 948
2022
Q3 		$220K Buy
+719
New +$257K ﹤0.01% 780

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Equitable Holdings's SPGI Position: Q1 2026 in Review

Equitable Holdings increased its S&P Global (SPGI) stake by 32% in Q1 2026, buying an estimated $574K and bringing the position to 5,080 shares worth $2.48M. The position accounts for 0.02% of the portfolio, ranked #649.

Equitable Holdings first reported a position in SPGI in Q3 2022 and has held it in 13 quarters since. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Equitable Holdings held 5,080 shares of S&P Global worth $2.48M as of Q1 2026.
  • Equitable Holdings bought 1,237 S&P Global shares in Q1 2026, an estimated $574K.
  • S&P Global made up 0.02% of Equitable Holdings's portfolio in Q1 2026, its #649 holding.
  • Equitable Holdings first reported a position in S&P Global in Q3 2022 and has held it in 13 quarters since.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.