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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
2022
Q4 		– Sell
-7,420
Closed -$2.27M – 212
2022
Q3 		$2.27M Hold
7,420
– – 1.09% 23
2022
Q2 		$2.5M Buy
+7,420
New +$2.65M 1.11% 22

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Herold Advisors's SPGI Position: Q1 2026 in Review

Herold Advisors held its S&P Global (SPGI) position steady in Q1 2026 at 4,535 shares worth $1.93M. The position accounts for 0.42% of the portfolio, ranked #66.

Herold Advisors first reported a position in SPGI in Q3 2021 and has held it in 17 quarters since. The position peaked at $3.52M in Q4 2021. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Herold Advisors held 4,535 shares of S&P Global worth $1.93M as of Q1 2026.
  • Herold Advisors left its S&P Global share count unchanged in Q1 2026.
  • S&P Global made up 0.42% of Herold Advisors's portfolio in Q1 2026, its #66 holding.
  • Herold Advisors first reported a position in S&P Global in Q3 2021 and has held it in 17 quarters since.
  • Herold Advisors's S&P Global position peaked at $3.52M in Q4 2021.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.