Grey Fox Wealth Advisors’s S&P Global SPGI Stock Holding History

Grey Fox 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	-13	Closed	-$6.33K	–	534
2025 Q3	$6.33K	Buy	+13	New	+$6.96K	﹤0.01%	456
2023 Q2	–	Sell	-20	Closed	-$6.89K	–	446
2023 Q1	$6.89K	Buy	+20	New	+$7.04K	﹤0.01%	331

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Grey Fox Wealth Advisors's SPGI Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 13 shares — an estimated $6.33K sold.

Grey Fox Wealth Advisors first reported a position in SPGI in Q1 2023 and held it in 2 quarters. The position peaked at $6.89K in Q1 2023. 2,194 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 13 S&P Global shares in Q4 2025, an estimated $6.33K.
Grey Fox Wealth Advisors first reported a position in S&P Global in Q1 2023 and held it in 2 quarters.
Grey Fox Wealth Advisors's S&P Global position peaked at $6.89K in Q1 2023.
2,194 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.