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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Herold Advisors's SPGI Position: Q2 2026 in Review

Herold Advisors reduced its S&P Global (SPGI) stake by 1.1% in Q2 2026, selling an estimated $21.1K and leaving 4,485 shares worth $1.82M. The position accounts for 0.36% of the portfolio, ranked #78.

Herold Advisors first reported a position in SPGI in Q3 2021 and has held it in 18 quarters since. The position peaked at $3.52M in Q4 2021. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Herold Advisors held 4,485 shares of S&P Global worth $1.82M as of Q2 2026.
  • Herold Advisors sold 50 S&P Global shares in Q2 2026, an estimated $21.1K.
  • S&P Global made up 0.36% of Herold Advisors's portfolio in Q2 2026, its #78 holding.
  • Herold Advisors first reported a position in S&P Global in Q3 2021 and has held it in 18 quarters since.
  • Herold Advisors's S&P Global position peaked at $3.52M in Q4 2021.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.