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

Invera 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	$768K	Buy	1,992 +410	+26%	+$173K	0.41%	65
2026 Q1	$673K	Sell	1,582 -117	-7%	-$54.3K	0.43%	63
2025 Q4	$888K	Sell	1,699 -26	-2%	-$12.9K	0.56%	55
2025 Q3	$840K	Buy	1,725 +5	+0.3%	+$2.68K	0.52%	62
2025 Q2	$907K	Buy	1,720 +2	+0.1%	+$998	0.59%	56
2025 Q1	$873K	Sell	1,718 -5,618	-77%	-$2.87M	0.56%	61
2024 Q4	$3.77M	Sell	7,336 -392	-5%	-$199K	3.73%	13
2024 Q3	$3.84M	Sell	7,728 -400	-5%	-$198K	3.82%	13
2024 Q2	$3.84M	Buy	8,128 +145	+2%	+$62.2K	3.94%	12
2024 Q1	$3.3M	Sell	7,983 -40	-0.5%	-$17.3K	2.8%	15
2023 Q4	$3.53M	Buy	+8,023	New	+$3.17M	2.21%	15

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

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

Invera Wealth Advisors increased its S&P Global (SPGI) stake by 26% in Q2 2026, buying an estimated $173K and bringing the position to 1,992 shares worth $768K. The position accounts for 0.41% of the portfolio, ranked #65.

Invera Wealth Advisors first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.84M in Q2 2024. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Invera Wealth Advisors held 1,992 shares of S&P Global worth $768K as of Q2 2026.
Invera Wealth Advisors bought 410 S&P Global shares in Q2 2026, an estimated $173K.
S&P Global made up 0.41% of Invera Wealth Advisors's portfolio in Q2 2026, its #65 holding.
Invera Wealth Advisors first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
Invera Wealth Advisors's S&P Global position peaked at $3.84M in Q2 2024.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.