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

Evelyn Partners Investment Management Services’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	$6.77M	Buy	15,919 +247	+2%	+$115K	0.8%	32
2025 Q4	$8.19M	Buy	15,672 +2,873	+22%	+$1.42M	1.03%	28
2025 Q3	$6.23M	Buy	12,799 +2,597	+25%	+$1.39M	0.84%	34
2025 Q2	$5.38M	Buy	10,202 +1,817	+22%	+$907K	0.81%	38
2025 Q1	$4.26M	Buy	8,385 +794	+10%	+$406K	0.7%	42
2024 Q4	$3.78M	Buy	+7,591	New	+$3.85M	0.66%	43

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Evelyn Partners Investment Management Services increased its S&P Global (SPGI) stake by 1.6% in Q1 2026, buying an estimated $115K and bringing the position to 15,919 shares worth $6.77M. The position accounts for 0.8% of the portfolio, ranked #32.

Evelyn Partners Investment Management Services first reported a position in SPGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.19M in Q4 2025. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Evelyn Partners Investment Management Services held 15,919 shares of S&P Global worth $6.77M as of Q1 2026.
Evelyn Partners Investment Management Services bought 247 S&P Global shares in Q1 2026, an estimated $115K.
S&P Global made up 0.8% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #32 holding.
Evelyn Partners Investment Management Services first reported a position in S&P Global in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's S&P Global position peaked at $8.19M in Q4 2025.
2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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