LA
SPGI icon

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

LVW 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 		$683K Sell
1,676
-287
-15% -$121K 0.06% 177
2026
Q1 		$835K Sell
1,963
-2,009
-51% -$933K 0.08% 133
2025
Q4 		$2.08M Sell
3,972
-373
-9% -$185K 0.21% 60
2025
Q3 		$2.11M Buy
4,345
+85
+2% +$45.5K 0.22% 63
2025
Q2 		$2.25M Buy
4,260
+838
+24% +$418K 0.25% 56
2025
Q1 		$1.74M Buy
3,422
+235
+7% +$120K 0.21% 68
2024
Q4 		$1.59M Buy
3,187
+43
+1% +$21.8K 0.19% 77
2024
Q3 		$1.62M Buy
3,144
+433
+16% +$214K 0.21% 77
2024
Q2 		$1.21M Buy
2,711
+1,283
+90% +$550K 0.18% 86
2024
Q1 		$608K Buy
1,428
+666
+87% +$289K 0.1% 147
2023
Q4 		$336K Buy
+762
New +$301K 0.06% 196

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

LVW Advisors's SPGI Position: Q2 2026 in Review

LVW Advisors reduced its S&P Global (SPGI) stake by 15% in Q2 2026, selling an estimated $121K and leaving 1,676 shares worth $683K. The position accounts for 0.06% of the portfolio, ranked #177.

LVW Advisors first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.25M in Q2 2025. 821 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • LVW Advisors held 1,676 shares of S&P Global worth $683K as of Q2 2026.
  • LVW Advisors sold 287 S&P Global shares in Q2 2026, an estimated $121K.
  • S&P Global made up 0.06% of LVW Advisors's portfolio in Q2 2026, its #177 holding.
  • LVW Advisors first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
  • LVW Advisors's S&P Global position peaked at $2.25M in Q2 2025.
  • 821 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.