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

Forvis Mazars 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
2025
Q4 		– Sell
-1,341
Closed -$653K – 416
2025
Q3 		$653K Sell
1,341
-140
-9% -$75K 0.01% 251
2025
Q2 		$781K Buy
1,481
+16
+1% +$7.99K 0.02% 227
2025
Q1 		$744K Sell
1,465
-7
-0.5% -$3.58K 0.02% 232
2024
Q4 		$733K Buy
1,472
+19
+1% +$9.64K 0.02% 258
2024
Q3 		$751K Sell
1,453
-10
-0.7% -$4.95K 0.02% 258
2024
Q2 		$652K Buy
1,463
+852
+139% +$366K 0.02% 249
2024
Q1 		$260K Sell
611
-16
-3% -$6.93K 0.01% 363
2023
Q4 		$276K Buy
627
+23
+4% +$9.08K 0.01% 343
2023
Q3 		$221K Buy
604
+20
+3% +$7.86K 0.01% 365
2023
Q2 		$234K Buy
+584
New +$213K 0.01% 383
2021
Q1 		– Sell
-2,606
Closed -$857K – 345
2020
Q4 		$857K Sell
2,606
-9
-0.3% -$3.04K 0.04% 161
2020
Q3 		$943K Buy
2,615
+60
+2% +$21.2K 0.05% 141
2020
Q2 		$842K Buy
2,555
+611
+31% +$184K 0.05% 142
2020
Q1 		$476K Buy
1,944
+3
+0.2% +$823 0.04% 176
2019
Q4 		$530K Buy
1,941
+75
+4% +$19.5K 0.04% 186
2019
Q3 		$457K Buy
1,866
+5
+0.3% +$1.25K 0.04% 182
2019
Q2 		$424K Sell
1,861
-66
-3% -$14.4K 0.03% 178
2019
Q1 		$406K Buy
1,927
+281
+17% +$54.4K 0.03% 182
2018
Q4 		$280K Buy
+1,646
New +$295K 0.03% 185

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SPGI Position: Q4 2025 in Review

Forvis Mazars Wealth Advisors sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 1,341 shares — an estimated $653K sold.

Forvis Mazars Wealth Advisors first reported a position in SPGI in Q4 2018 and held it in 19 quarters. The position peaked at $943K in Q3 2020. 2,199 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

  • Forvis Mazars Wealth Advisors reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 1,341 S&P Global shares in Q4 2025, an estimated $653K.
  • Forvis Mazars Wealth Advisors first reported a position in S&P Global in Q4 2018 and held it in 19 quarters.
  • Forvis Mazars Wealth Advisors's S&P Global position peaked at $943K in Q3 2020.
  • 2,199 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.