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 Q3	–	Sell	-76	Closed	-$31K	–	544
2026 Q2	$31K	Hold	76	–	–	﹤0.01%	390
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Heritage Wealth Advisors's SPGI Position: Q3 2026 in Review

Heritage Wealth Advisors sold out of S&P Global (SPGI) in Q3 2026, closing a stake of 76 shares — an estimated $31K sold.

Heritage Wealth Advisors first reported a position in SPGI in Q4 2019 and held it in 18 quarters. The position peaked at $674K in Q4 2021. 1,268 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

Heritage Wealth Advisors reported no remaining S&P Global position as of Q3 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 76 S&P Global shares in Q3 2026, an estimated $31K.
Heritage Wealth Advisors first reported a position in S&P Global in Q4 2019 and held it in 18 quarters.
Heritage Wealth Advisors's S&P Global position peaked at $674K in Q4 2021.
1,268 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.