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

Heritage 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 Q1	$32.3K	Buy	76 +58	+322%	+$26.9K	﹤0.01%	384
2025 Q4	$9.41K	Hold	18	–	–	﹤0.01%	461
2025 Q3	$8.76K	Hold	18	–	–	﹤0.01%	437
2025 Q2	$9.49K	Hold	18	–	–	﹤0.01%	429
2025 Q1	$9.15K	Sell	18 -3	-14%	-$1.53K	﹤0.01%	423
2024 Q4	$10.5K	Sell	21 -3	-13%	-$1.52K	﹤0.01%	438
2024 Q3	$12.4K	Buy	+24	New	+$11.9K	﹤0.01%	428
2023 Q3	–	Sell	-98	Closed	-$39.3K	–	564
2023 Q2	$39.3K	Hold	98	–	–	﹤0.01%	344
2023 Q1	$33.8K	Sell	98 -277	-74%	-$97.5K	﹤0.01%	360
2022 Q4	$126K	Buy	+375	New	+$124K	0.01%	245
2022 Q3	–	Sell	-265	Closed	-$89K	–	569
2022 Q2	$89K	Buy	+265	New	+$94.5K	0.01%	272
2022 Q1	–	Sell	-1,428	Closed	-$674K	–	558
2021 Q4	$674K	Hold	1,428	–	–	0.04%	124
2021 Q3	$607K	Hold	1,428	–	–	0.04%	124
2021 Q2	$586K	Hold	1,428	–	–	0.04%	128
2021 Q1	$504K	Hold	1,428	–	–	0.03%	136
2020 Q4	$469K	Buy	+1,428	New	+$482K	0.03%	133
2020 Q1	–	Sell	-5	Closed	-$1.36K	–	569
2019 Q4	$1.36K	Buy	+5	New	+$1.3K	﹤0.01%	628

Other funds holding SPGI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Heritage Wealth Advisors's SPGI Position: Q1 2026 in Review

Heritage Wealth Advisors increased its S&P Global (SPGI) stake by 322% in Q1 2026, buying an estimated $26.9K and bringing the position to 76 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Heritage Wealth Advisors first reported a position in SPGI in Q4 2019 and has held it in 17 quarters since. The position peaked at $674K in Q4 2021. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Heritage Wealth Advisors held 76 shares of S&P Global worth $32.3K as of Q1 2026.
Heritage Wealth Advisors bought 58 S&P Global shares in Q1 2026, an estimated $26.9K.
S&P Global made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #384 holding.
Heritage Wealth Advisors first reported a position in S&P Global in Q4 2019 and has held it in 17 quarters since.
Heritage Wealth Advisors's S&P Global position peaked at $674K in Q4 2021.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.