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

Evelyn Partners Investment 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	$33.6M	Sell	78,907 -1,546	-2%	-$718K	0.91%	26
2025 Q4	$42M	Buy	80,453 +2,385	+3%	+$1.18M	1.16%	19
2025 Q3	$38M	Buy	78,068 +3,625	+5%	+$1.94M	1.08%	22
2025 Q2	$39.3M	Buy	74,443 +37,820	+103%	+$18.9M	1.2%	20
2025 Q1	$18.6M	Buy	36,623 +1,243	+4%	+$635K	0.62%	41
2024 Q4	$17.6M	Buy	+35,380	New	+$18M	0.57%	40

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's SPGI Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its S&P Global (SPGI) stake by 1.9% in Q1 2026, selling an estimated $718K and leaving 78,907 shares worth $33.6M. The position accounts for 0.91% of the portfolio, ranked #26.

Evelyn Partners Investment Management first reported a position in SPGI in Q4 2024 and has held it in 6 quarters since. The position peaked at $42M in Q4 2025. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Evelyn Partners Investment Management held 78,907 shares of S&P Global worth $33.6M as of Q1 2026.
Evelyn Partners Investment Management sold 1,546 S&P Global shares in Q1 2026, an estimated $718K.
S&P Global made up 0.91% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #26 holding.
Evelyn Partners Investment Management first reported a position in S&P Global in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's S&P Global position peaked at $42M 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's 13F filing for Q1 2026, filed 15 May 2026.