Herold Advisors
SPGI icon

Herold Advisors’s S&P Global SPGI Stock Holding History

Herold 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 		$1.66M Sell
4,210
-275
-6% -$116K 0.32% 80
2026
Q2 		$1.82M Sell
4,485
-50
-1% -$21.1K 0.36% 78
2026
Q1 		$1.93M Hold
4,535
– – 0.42% 66
2025
Q4 		$2.37M Sell
4,535
-300
-6% -$148K 0.53% 55
2025
Q3 		$2.35M Buy
4,835
+181
+4% +$96.9K 0.55% 51
2025
Q2 		$2.45M Sell
4,654
-711
-13% -$355K 0.51% 57
2025
Q1 		$2.73M Sell
5,365
-20
-0.4% -$10.2K 0.6% 45
2024
Q4 		$2.68M Sell
5,385
-400
-7% -$203K 0.58% 49
2024
Q3 		$2.99M Sell
5,785
-300
-5% -$148K 0.65% 42
2024
Q2 		$2.71M Sell
6,085
-405
-6% -$174K 0.63% 41
2024
Q1 		$2.76M Sell
6,490
-100
-2% -$43.3K 0.67% 40
2023
Q4 		$2.9M Sell
6,590
-2
-0% -$789 0.8% 34
2023
Q3 		$2.41M Sell
6,592
-78
-1% -$30.7K 0.73% 35
2023
Q2 		$2.67M Hold
6,670
– – 0.82% 28
2023
Q1 		$2.3M Sell
6,670
-750
-10% -$264K 0.79% 28
2022
Q4 		$2.49M Buy
+7,420
New +$2.45M 1.05% 20
2022
Q2 		– Sell
-7,270
Closed -$2.59M – 600
2022
Q1 		$2.98M Sell
7,270
-200
-3% -$81.5K 1.06% 17
2021
Q4 		$3.52M Hold
7,470
– – 1.37% 12
2021
Q3 		$3.17M Buy
+7,470
New +$3.24M 1.23% 11

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Herold Advisors's SPGI Position: Q3 2026 in Review

Herold Advisors reduced its S&P Global (SPGI) stake by 6.1% in Q3 2026, selling an estimated $116K and leaving 4,210 shares worth $1.66M. The position accounts for 0.32% of the portfolio, ranked #80.

Herold Advisors first reported a position in SPGI in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.52M in Q4 2021. 369 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Herold Advisors held 4,210 shares of S&P Global worth $1.66M as of Q3 2026.
  • Herold Advisors sold 275 S&P Global shares in Q3 2026, an estimated $116K.
  • S&P Global made up 0.32% of Herold Advisors's portfolio in Q3 2026, its #80 holding.
  • Herold Advisors first reported a position in S&P Global in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's S&P Global position peaked at $3.52M in Q4 2021.
  • 369 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.