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

Mason Investment 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
2025 Q4	–	Sell	-5,343	Closed	-$2.6M	–	84
2025 Q3	$2.6M	Buy	+5,343	New	+$2.86M	0.13%	15

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mason Investment Advisory Services's SPGI Position: Q4 2025 in Review

Mason Investment Advisory Services sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 5,343 shares — an estimated $2.6M sold.

Mason Investment Advisory Services first reported a position in SPGI in Q3 2025 and held it in 1 quarter. The position peaked at $2.6M in Q3 2025. 2,194 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

Mason Investment Advisory Services reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
Mason Investment Advisory Services sold 5,343 S&P Global shares in Q4 2025, an estimated $2.6M.
Mason Investment Advisory Services first reported a position in S&P Global in Q3 2025 and held it in 1 quarter.
Mason Investment Advisory Services's S&P Global position peaked at $2.6M in Q3 2025.
2,194 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Mason Investment Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.