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

HighTower 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
2025 Q3	–	Sell	-500	Closed	-$2.3K	–	4039
2025 Q2	$2.3K	Hold	500	–	–	﹤0.01%	3710
2025 Q1	$5.5K	Buy	+500	New	+$255K	﹤0.01%	3581
2024 Q3	–	Sell	-400	Closed	-$1.1K	–	3962
2024 Q2	$1.1K	Hold	400	–	–	﹤0.01%	3560
2024 Q1	$4.56K	Sell	400 -100	-20%	-$43.3K	﹤0.01%	3447
2023 Q4	$75	Buy	500 +495	+9,900%	+$195K	﹤0.01%	3615
2023 Q3	$5.25K	Sell	5 -1	-17%	-$393	﹤0.01%	3422
2023 Q2	$174	Sell	6 -594	-99%	-$217K	﹤0.01%	3421
2023 Q1	$4.56K	Buy	+600	New	+$211K	﹤0.01%	3239
2022 Q4	–	Sell	-3	Closed	-$16K	–	3503
2022 Q3	$16K	Sell	3 -297	-99%	-$106K	﹤0.01%	2987
2022 Q2	$11K	Buy	300 +296	+7,400%	+$106K	﹤0.01%	3060
2022 Q1	$6K	Hold	4	–	–	﹤0.01%	3258
2021 Q4	$102K	Buy	+4	New	+$1.83K	﹤0.01%	2916
2021 Q3	–	Sell	-500	Closed	-$1K	–	3422
2021 Q2	$1K	Buy	+500	New	+$192K	﹤0.01%	3121
2021 Q1	–	Sell	-5	Closed	-$6K	–	3249
2020 Q4	$6K	Sell	5 -795	-99%	-$268K	﹤0.01%	2533
2020 Q3	$7K	Buy	+800	New	+$282K	﹤0.01%	2447
2020 Q2	–	Sell	-600	Closed	-$7K	–	2529
2020 Q1	$7K	Buy	+600	New	+$165K	﹤0.01%	2137

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

HighTower Advisors's SPGI Position: Q1 2026 in Review

HighTower Advisors reduced its S&P Global (SPGI) stake by 21% in Q1 2026, selling an estimated $15.5M and leaving 129,102 shares worth $54.9M. The position accounts for 0.06% of the portfolio, ranked #329.

HighTower Advisors first reported a position in SPGI in Q3 2016 and has held it in 39 quarters since. The position peaked at $89.9M in Q3 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

HighTower Advisors held 129,102 shares of S&P Global worth $54.9M as of Q1 2026.
HighTower Advisors sold 33,466 S&P Global shares in Q1 2026, an estimated $15.5M.
S&P Global made up 0.06% of HighTower Advisors's portfolio in Q1 2026, its #329 holding.
HighTower Advisors first reported a position in S&P Global in Q3 2016 and has held it in 39 quarters since.
HighTower Advisors's S&P Global position peaked at $89.9M in Q3 2024.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.