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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
Q2 		$1.04M Sell
2,553
-1,197
-32% -$505K 0.01% 559
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 $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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's SPGI Position: Q2 2026 in Review

Foundations Investment Advisors reduced its S&P Global (SPGI) stake by 32% in Q2 2026, selling an estimated $505K and leaving 2,553 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #559.

Foundations Investment Advisors first reported a position in SPGI in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.09M in Q4 2025. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Foundations Investment Advisors held 2,553 shares of S&P Global worth $1.04M as of Q2 2026.
  • Foundations Investment Advisors sold 1,197 S&P Global shares in Q2 2026, an estimated $505K.
  • S&P Global made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #559 holding.
  • Foundations Investment Advisors first reported a position in S&P Global in Q1 2022 and has held it in 18 quarters since.
  • Foundations Investment Advisors's S&P Global position peaked at $2.09M in Q4 2025.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.