Insigneo Advisory Services’s S&P Global SPGI Stock Holding History

Insigneo Advisory Services’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 Q1	$286K	Sell	672 -239	-26%	-$111K	0.02%	518
2025 Q4	$476K	Sell	911 -114	-11%	-$56.4K	0.03%	380
2025 Q3	$499K	Sell	1,025 -6	-0.6%	-$3.21K	0.04%	368
2025 Q2	$544K	Sell	1,031 -11	-1%	-$5.49K	0.05%	320
2025 Q1	$530K	Buy	1,042 +411	+65%	+$210K	0.05%	287
2024 Q4	$314K	Sell	631 -795	-56%	-$403K	0.03%	407
2024 Q3	$737K	Sell	1,426 -437	-23%	-$216K	0.07%	226
2024 Q2	$879K	Buy	1,863 +297	+19%	+$127K	0.1%	190
2024 Q1	$666K	Buy	1,566 +276	+21%	+$120K	0.08%	209
2023 Q4	$568K	Buy	1,290 +614	+91%	+$242K	0.08%	219
2023 Q3	$247K	Buy	+676	New	+$266K	0.05%	323

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

Insigneo Advisory Services's SPGI Position: Q1 2026 in Review

Insigneo Advisory Services reduced its S&P Global (SPGI) stake by 26% in Q1 2026, selling an estimated $111K and leaving 672 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #518.

Insigneo Advisory Services first reported a position in SPGI in Q3 2023 and has held it in 11 quarters since. The position peaked at $879K in Q2 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Insigneo Advisory Services held 672 shares of S&P Global worth $286K as of Q1 2026.
Insigneo Advisory Services sold 239 S&P Global shares in Q1 2026, an estimated $111K.
S&P Global made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #518 holding.
Insigneo Advisory Services first reported a position in S&P Global in Q3 2023 and has held it in 11 quarters since.
Insigneo Advisory Services's S&P Global position peaked at $879K in Q2 2024.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.