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Evelyn Partners Asset Management’s S&P Global SPGI Stock Holding History

Evelyn Partners Asset Management’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 		$180K Hold
423
– – 0.04% 111
2025
Q4 		$221K Buy
423
+166
+65% +$82.1K 0.05% 102
2025
Q3 		$125K Buy
257
+245
+2,042% +$131K 0.03% 115
2025
Q2 		$6.33K Hold
12
– – ﹤0.01% 211
2025
Q1 		$6.1K Sell
12
-1,453
-99% -$742K ﹤0.01% 216
2024
Q4 		$730K Buy
+1,465
New +$743K 0.2% 63

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

Evelyn Partners Asset Management's SPGI Position: Q1 2026 in Review

Evelyn Partners Asset Management held its S&P Global (SPGI) position steady in Q1 2026 at 423 shares worth $180K. The position accounts for 0.04% of the portfolio, ranked #111.

Evelyn Partners Asset Management first reported a position in SPGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $730K in Q4 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Evelyn Partners Asset Management held 423 shares of S&P Global worth $180K as of Q1 2026.
  • Evelyn Partners Asset Management left its S&P Global share count unchanged in Q1 2026.
  • S&P Global made up 0.04% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #111 holding.
  • Evelyn Partners Asset Management first reported a position in S&P Global in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's S&P Global position peaked at $730K in Q4 2024.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.