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Evolve Private Wealth’s S&P Global SPGI Stock Holding History

Evolve Private Wealth’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 		$1.14M Sell
2,811
-372
-12% -$157K 0.07% 248
2026
Q1 		$1.35M Buy
3,183
+1,407
+79% +$653K 0.07% 255
2025
Q4 		$928K Buy
+1,776
New +$879K 0.06% 315

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

Evolve Private Wealth's SPGI Position: Q2 2026 in Review

Evolve Private Wealth reduced its S&P Global (SPGI) stake by 12% in Q2 2026, selling an estimated $157K and leaving 2,811 shares worth $1.14M. The position accounts for 0.07% of the portfolio, ranked #248.

Evolve Private Wealth first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.35M in Q1 2026. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Evolve Private Wealth held 2,811 shares of S&P Global worth $1.14M as of Q2 2026.
  • Evolve Private Wealth sold 372 S&P Global shares in Q2 2026, an estimated $157K.
  • S&P Global made up 0.07% of Evolve Private Wealth's portfolio in Q2 2026, its #248 holding.
  • Evolve Private Wealth first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's S&P Global position peaked at $1.35M in Q1 2026.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.