Icon Wealth Advisors’s S&P Global SPGI Stock Holding History

Icon 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 Q2	$1.81M	Buy	4,451 +1,496	+51%	+$632K	0.11%	129
2026 Q1	$1.28M	Sell	2,955 -1,926	-39%	-$894K	0.08%	148
2025 Q4	$2.49M	Buy	4,881 +322	+7%	+$159K	0.17%	95
2025 Q3	$2.22M	Sell	4,559 -31	-0.7%	-$16.6K	0.15%	105
2025 Q2	$2.42M	Buy	4,590 +2,320	+102%	+$1.16M	0.17%	94
2025 Q1	$1.15M	Buy	2,270 +29	+1%	+$14.8K	0.09%	145
2024 Q4	$1.12M	Sell	2,241 -1,243	-36%	-$631K	0.09%	144
2024 Q3	$1.8M	Buy	3,484 +1	+0%	+$495	0.15%	100
2024 Q2	$1.69M	Buy	3,483 +1,838	+112%	+$789K	0.15%	105
2024 Q1	$700K	Buy	1,645 +1,328	+419%	+$576K	0.07%	169
2023 Q4	$140K	Buy	+317	New	+$125K	0.01%	372
2022 Q4	$520K	Buy	1,551 +16	+1%	+$5.27K	0.06%	193
2022 Q3	$469K	Buy	+1,535	New	+$549K	0.06%	190

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Icon Wealth Advisors's SPGI Position: Q2 2026 in Review

Icon Wealth Advisors increased its S&P Global (SPGI) stake by 51% in Q2 2026, buying an estimated $632K and bringing the position to 4,451 shares worth $1.81M. The position accounts for 0.11% of the portfolio, ranked #129.

Icon Wealth Advisors first reported a position in SPGI in Q3 2022 and has held it in 13 quarters since. The position peaked at $2.49M in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Icon Wealth Advisors held 4,451 shares of S&P Global worth $1.81M as of Q2 2026.
Icon Wealth Advisors bought 1,496 S&P Global shares in Q2 2026, an estimated $632K.
S&P Global made up 0.11% of Icon Wealth Advisors's portfolio in Q2 2026, its #129 holding.
Icon Wealth Advisors first reported a position in S&P Global in Q3 2022 and has held it in 13 quarters since.
Icon Wealth Advisors's S&P Global position peaked at $2.49M in Q4 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.