Fortis Group Advisors’s S&P Global SPGI Stock Holding History

Fortis Group 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	$37.9K	Buy	93 +3	+3%	+$1.27K	0.01%	313
2026 Q1	$38.3K	Hold	90	–	–	0.01%	315
2025 Q4	$47K	Hold	90	–	–	0.01%	303
2025 Q3	$43.8K	Hold	90	–	–	0.01%	261
2025 Q2	$47.5K	Hold	90	–	–	0.01%	243
2025 Q1	$45.7K	Hold	90	–	–	0.01%	218
2024 Q4	$44.8K	Hold	90	–	–	0.01%	218
2024 Q3	$46.5K	Hold	90	–	–	0.01%	207
2024 Q2	$40.1K	Hold	90	–	–	0.01%	213
2024 Q1	$38.3K	Sell	90 -90	-50%	-$39K	0.01%	233
2023 Q4	$79.3K	Buy	180 +90	+100%	+$35.5K	0.02%	151
2023 Q3	$32.9K	Buy	+90	New	+$35.4K	0.01%	153
2020 Q3	$32K	Buy	+90	New	+$31.8K	0.01%	227

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fortis Group Advisors's SPGI Position: Q2 2026 in Review

Fortis Group Advisors increased its S&P Global (SPGI) stake by 3.3% in Q2 2026, buying an estimated $1.27K and bringing the position to 93 shares worth $37.9K. The position accounts for 0.01% of the portfolio, ranked #313.

Fortis Group Advisors first reported a position in SPGI in Q3 2020 and has held it in 13 quarters since. The position peaked at $79.3K in Q4 2023. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Fortis Group Advisors held 93 shares of S&P Global worth $37.9K as of Q2 2026.
Fortis Group Advisors bought 3 S&P Global shares in Q2 2026, an estimated $1.27K.
S&P Global made up 0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #313 holding.
Fortis Group Advisors first reported a position in S&P Global in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's S&P Global position peaked at $79.3K in Q4 2023.
2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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