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

Equitable Trust’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
Q3 		$6.26M Sell
15,878
-591
-4% -$250K 0.26% 80
2026
Q2 		$6.71M Sell
16,469
-4,437
-21% -$1.87M 0.28% 76
2026
Q1 		$8.89M Sell
20,906
-1,303
-6% -$605K 0.41% 54
2025
Q4 		$11.6M Sell
22,209
-4
-0% -$1.98K 0.52% 40
2025
Q3 		$10.8M Sell
22,213
-746
-3% -$399K 0.5% 41
2025
Q2 		$12.1M Buy
22,959
+1,752
+8% +$874K 0.6% 41
2025
Q1 		$10.8M Buy
21,207
+118
+0.6% +$60.3K 0.6% 38
2024
Q4 		$10.5M Sell
21,089
-3,868
-15% -$1.96M 0.59% 36
2024
Q3 		$12.9M Sell
24,957
-24,334
-49% -$12M 0.83% 25
2024
Q2 		$22M Sell
49,291
-4,538
-8% -$1.95M 1.51% 12
2024
Q1 		$22.9M Sell
53,829
-17,468
-25% -$7.57M 1.59% 14
2023
Q4 		$31.4M Sell
71,297
-815
-1% -$322K 2.36% 7
2023
Q3 		$26.4M Buy
72,112
+11,384
+19% +$4.48M 2.18% 10
2023
Q2 		$24.3M Sell
60,728
-475
-0.8% -$174K 1.86% 10
2023
Q1 		$21.1M Sell
61,203
-6,601
-10% -$2.32M 1.66% 12
2022
Q4 		$22.7M Sell
67,804
-1,335
-2% -$440K 1.79% 13
2022
Q3 		$21.1M Buy
69,139
+903
+1% +$323K 1.76% 14
2022
Q2 		$23M Buy
68,236
+8,774
+15% +$3.13M 1.71% 14
2022
Q1 		$24.4M Buy
59,462
+55,362
+1,350% +$22.5M 1.57% 16
2021
Q4 		$1.93M Sell
4,100
-318
-7% -$145K 0.12% 143
2021
Q3 		$1.88M Hold
4,418
– – 0.12% 139
2021
Q2 		$1.81M Sell
4,418
-103
-2% -$39.6K 0.12% 140
2021
Q1 		$1.6M Sell
4,521
-276
-6% -$91.9K 0.12% 143
2020
Q4 		$1.58M Sell
4,797
-314
-6% -$106K 0.12% 143
2020
Q3 		$1.84M Sell
5,111
-93
-2% -$32.8K 0.16% 123
2020
Q2 		$1.72M Sell
5,204
-124
-2% -$37.3K 0.16% 119
2020
Q1 		$1.3M Sell
5,328
-417
-7% -$114K 0.14% 129
2019
Q4 		$1.57M Sell
5,745
-4,352
-43% -$1.13M 0.15% 118
2019
Q3 		$2.47M Sell
10,097
-6,403
-39% -$1.6M 0.26% 96
2019
Q2 		$3.76M Sell
16,500
-37
-0.2% -$8.08K 0.4% 76
2019
Q1 		$3.48M Sell
16,537
-1,096
-6% -$212K 0.4% 74
2018
Q4 		$3M Buy
+17,633
New +$3.16M 0.4% 75

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Equitable Trust's SPGI Position: Q3 2026 in Review

Equitable Trust reduced its S&P Global (SPGI) stake by 3.6% in Q3 2026, selling an estimated $250K and leaving 15,878 shares worth $6.26M. The position accounts for 0.26% of the portfolio, ranked #80.

Equitable Trust first reported a position in SPGI in Q4 2018 and has held it in 32 quarters since. The position peaked at $31.4M in Q4 2023. 362 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Equitable Trust held 15,878 shares of S&P Global worth $6.26M as of Q3 2026.
  • Equitable Trust sold 591 S&P Global shares in Q3 2026, an estimated $250K.
  • S&P Global made up 0.26% of Equitable Trust's portfolio in Q3 2026, its #80 holding.
  • Equitable Trust first reported a position in S&P Global in Q4 2018 and has held it in 32 quarters since.
  • Equitable Trust's S&P Global position peaked at $31.4M in Q4 2023.
  • 362 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.