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Foundations Investment Advisors’s S&P Global SPGI Stock Holding History

Foundations Investment 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
Q1 		$1.6M Sell
3,750
-252
-6% -$117K 0.02% 421
2025
Q4 		$2.09M Buy
4,002
+1,306
+48% +$646K 0.03% 334
2025
Q3 		$1.31M Sell
2,696
-87
-3% -$46.6K 0.02% 403
2025
Q2 		$1.47M Buy
2,783
+95
+4% +$47.4K 0.02% 349
2025
Q1 		$1.37M Buy
2,688
+27
+1% +$13.8K 0.03% 349
2024
Q4 		$1.33M Buy
2,661
+433
+19% +$220K 0.03% 357
2024
Q3 		$1.15M Buy
2,228
+95
+4% +$47K 0.02% 339
2024
Q2 		$951K Buy
2,133
+22
+1% +$9.44K 0.02% 345
2024
Q1 		$898K Sell
2,111
-31
-1% -$13.4K 0.02% 339
2023
Q4 		$980K Buy
2,142
+19
+0.9% +$7.5K 0.03% 312
2023
Q3 		$776K Buy
2,123
+42
+2% +$16.5K 0.02% 314
2023
Q2 		$834K Sell
2,081
-442
-18% -$161K 0.03% 287
2023
Q1 		$870K Buy
2,523
+685
+37% +$241K 0.03% 257
2022
Q4 		$616K Sell
1,838
-1
-0.1% -$330 0.02% 254
2022
Q3 		$562K Sell
1,839
-44
-2% -$15.7K 0.02% 220
2022
Q2 		$657K Buy
1,883
+54
+3% +$19.3K 0.03% 190
2022
Q1 		$709K Buy
+1,829
New +$745K 0.03% 155

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Foundations Investment Advisors's SPGI Position: Q1 2026 in Review

Foundations Investment Advisors reduced its S&P Global (SPGI) stake by 6.3% in Q1 2026, selling an estimated $117K and leaving 3,750 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #421.

Foundations Investment Advisors first reported a position in SPGI in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.09M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Foundations Investment Advisors held 3,750 shares of S&P Global worth $1.6M as of Q1 2026.
  • Foundations Investment Advisors sold 252 S&P Global shares in Q1 2026, an estimated $117K.
  • S&P Global made up 0.02% of Foundations Investment Advisors's portfolio in Q1 2026, its #421 holding.
  • Foundations Investment Advisors first reported a position in S&P Global in Q1 2022 and has held it in 17 quarters since.
  • Foundations Investment Advisors's S&P Global position peaked at $2.09M in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.