Evermay Wealth Management’s S&P Global SPGI Stock Holding History

Evermay Wealth 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	$78.3K	Buy	184 +15	+9%	+$6.96K	0.01%	280
2025 Q4	$88.3K	Sell	169 -166	-50%	-$82.1K	0.01%	270
2025 Q3	$163K	Hold	335	–	–	0.02%	214
2025 Q2	$177K	Hold	335	–	–	0.02%	205
2025 Q1	$170K	Hold	335	–	–	0.02%	205
2024 Q4	$167K	Hold	335	–	–	0.03%	211
2024 Q3	$173K	Hold	335	–	–	0.03%	209
2024 Q2	$149K	Hold	335	–	–	0.02%	219
2024 Q1	$143K	Buy	335 +182	+119%	+$78.9K	0.02%	230
2023 Q4	$67.4K	Buy	153 +3	+2%	+$1.18K	0.01%	298
2023 Q3	$54.8K	Hold	150	–	–	0.01%	294
2023 Q2	$60.1K	Hold	150	–	–	0.01%	294
2023 Q1	$51.7K	Hold	150	–	–	0.01%	298
2022 Q4	$50.2K	Hold	150	–	–	0.01%	296
2022 Q3	$46K	Hold	150	–	–	0.01%	290
2022 Q2	$51K	Hold	150	–	–	0.01%	278
2022 Q1	$62K	Hold	150	–	–	0.01%	286
2021 Q4	$71K	Hold	150	–	–	0.01%	248
2021 Q3	$64K	Hold	150	–	–	0.01%	244
2021 Q2	$62K	Buy	+150	New	+$57.6K	0.01%	262

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

Evermay Wealth Management's SPGI Position: Q1 2026 in Review

Evermay Wealth Management increased its S&P Global (SPGI) stake by 8.9% in Q1 2026, buying an estimated $6.96K and bringing the position to 184 shares worth $78.3K. The position accounts for 0.01% of the portfolio, ranked #280.

Evermay Wealth Management first reported a position in SPGI in Q2 2021 and has held it in 20 quarters since. The position peaked at $177K in Q2 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Evermay Wealth Management held 184 shares of S&P Global worth $78.3K as of Q1 2026.
Evermay Wealth Management bought 15 S&P Global shares in Q1 2026, an estimated $6.96K.
S&P Global made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #280 holding.
Evermay Wealth Management first reported a position in S&P Global in Q2 2021 and has held it in 20 quarters since.
Evermay Wealth Management's S&P Global position peaked at $177K in Q2 2025.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.