EWA
SPGI icon

EverSource Wealth Advisors’s S&P Global SPGI Stock Holding History

EverSource Wealth Advisors’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
Q2 		$830K Sell
2,039
-838
-29% -$354K 0.03% 396
2026
Q1 		$1.22M Buy
2,877
+1,335
+87% +$620K 0.04% 337
2025
Q4 		$806K Sell
1,542
-350
-18% -$173K 0.03% 389
2025
Q3 		$921K Sell
1,892
-38
-2% -$20.3K 0.04% 330
2025
Q2 		$1.02M Buy
1,930
+537
+39% +$268K 0.05% 274
2025
Q1 		$708K Buy
1,393
+264
+23% +$135K 0.04% 314
2024
Q4 		$562K Buy
1,129
+481
+74% +$244K 0.03% 348
2024
Q3 		$335K Buy
648
+207
+47% +$102K 0.02% 420
2024
Q2 		$213K Buy
441
+7
+2% +$3K 0.01% 538
2024
Q1 		$181K Buy
434
+62
+17% +$26.9K 0.01% 519
2023
Q4 		$164K Buy
372
+32
+9% +$12.6K 0.02% 483
2023
Q3 		$124K Buy
340
+15
+5% +$5.9K 0.01% 500
2023
Q2 		$130K Sell
325
-73
-18% -$26.7K 0.01% 495
2023
Q1 		$137K Buy
398
+5
+1% +$1.76K 0.02% 456
2022
Q4 		$132K Sell
393
-107
-21% -$35.3K 0.02% 435
2022
Q3 		$152K Buy
500
+57
+13% +$20.4K 0.03% 342
2022
Q2 		$150K Sell
443
-35
-7% -$12.5K 0.04% 298
2022
Q1 		$196K Buy
478
+93
+24% +$37.9K 0.05% 254
2021
Q4 		$182K Buy
+385
New +$176K 0.05% 235

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

EverSource Wealth Advisors's SPGI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its S&P Global (SPGI) stake by 29% in Q2 2026, selling an estimated $354K and leaving 2,039 shares worth $830K. The position accounts for 0.03% of the portfolio, ranked #396.

EverSource Wealth Advisors first reported a position in SPGI in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.22M in Q1 2026. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • EverSource Wealth Advisors held 2,039 shares of S&P Global worth $830K as of Q2 2026.
  • EverSource Wealth Advisors sold 838 S&P Global shares in Q2 2026, an estimated $354K.
  • S&P Global made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #396 holding.
  • EverSource Wealth Advisors first reported a position in S&P Global in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's S&P Global position peaked at $1.22M in Q1 2026.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.