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
Q2 		$1.93M Sell
4,730
-350
-7% -$148K 0.01% 753
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Equitable Holdings's SPGI Position: Q2 2026 in Review

Equitable Holdings reduced its S&P Global (SPGI) stake by 6.9% in Q2 2026, selling an estimated $148K and leaving 4,730 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #753.

Equitable Holdings first reported a position in SPGI in Q3 2022 and has held it in 14 quarters since. The position peaked at $2.48M in Q1 2026. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Equitable Holdings held 4,730 shares of S&P Global worth $1.93M as of Q2 2026.
  • Equitable Holdings sold 350 S&P Global shares in Q2 2026, an estimated $148K.
  • S&P Global made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #753 holding.
  • Equitable Holdings first reported a position in S&P Global in Q3 2022 and has held it in 14 quarters since.
  • Equitable Holdings's S&P Global position peaked at $2.48M in Q1 2026.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.