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

Foster Victor 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	$10M	Buy	22,782 +287	+1%	+$121K	0.53%	84
2026 Q1	$9.57M	Sell	22,495 -21,240	-49%	-$9.86M	0.55%	76
2025 Q4	$23.9M	Buy	43,735 +8,489	+24%	+$4.2M	1.39%	15
2025 Q3	$16.9M	Buy	35,246 +3,923	+13%	+$2.1M	1.05%	37
2025 Q2	$16.6M	Buy	31,323 +1,383	+5%	+$690K	1.12%	30
2025 Q1	$13.9M	Buy	29,940 +1,428	+5%	+$730K	1.12%	30
2024 Q4	$14.3M	Buy	28,512 +2,859	+11%	+$1.45M	1.1%	32
2024 Q3	$13.4M	Buy	25,653 +11,273	+78%	+$5.58M	1.07%	33
2024 Q2	$7.03M	Buy	+14,380	New	+$6.17M	0.59%	68

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

Foster Victor Wealth Advisors's SPGI Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its S&P Global (SPGI) stake by 1.3% in Q2 2026, buying an estimated $121K and bringing the position to 22,782 shares worth $10M. The position accounts for 0.53% of the portfolio, ranked #84.

Foster Victor Wealth Advisors first reported a position in SPGI in Q2 2024 and has held it in 9 quarters since. The position peaked at $23.9M in Q4 2025. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Foster Victor Wealth Advisors held 22,782 shares of S&P Global worth $10M as of Q2 2026.
Foster Victor Wealth Advisors bought 287 S&P Global shares in Q2 2026, an estimated $121K.
S&P Global made up 0.53% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #84 holding.
Foster Victor Wealth Advisors first reported a position in S&P Global in Q2 2024 and has held it in 9 quarters since.
Foster Victor Wealth Advisors's S&P Global position peaked at $23.9M in Q4 2025.
2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.