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

Mezzasalma 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 Q1	$214K	Hold	502	–	–	0.05%	148
2025 Q4	$257K	Sell	502 -25	-5%	-$12.4K	0.06%	138
2025 Q3	$256K	Hold	527	–	–	0.07%	140
2025 Q2	$278K	Hold	527	–	–	0.08%	121
2025 Q1	$268K	Hold	527	–	–	0.09%	124
2024 Q4	$262K	Buy	527 +105	+25%	+$53.3K	0.08%	123
2024 Q3	$218K	Buy	+422	New	+$209K	0.09%	83
2024 Q2	–	Sell	-1,930	Closed	-$821K	–	101
2024 Q1	$821K	Sell	1,930 -765	-28%	-$332K	0.39%	47
2023 Q4	$1.19M	Sell	2,695 -300	-10%	-$118K	0.65%	31
2023 Q3	$1.09M	Hold	2,995	–	–	0.67%	32
2023 Q2	$1.2M	Hold	2,995	–	–	0.73%	31
2023 Q1	$1.03M	Sell	2,995 -100	-3%	-$35.2K	0.73%	30
2022 Q4	$1.04M	Hold	3,095	–	–	0.9%	26
2022 Q3	$945K	Hold	3,095	–	–	0.75%	27
2022 Q2	$1.04M	Sell	3,095 -20	-0.6%	-$7.13K	0.88%	25
2022 Q1	$1.28M	Hold	3,115	–	–	0.8%	24
2021 Q4	$1.47M	Sell	3,115 -10	-0.3%	-$4.58K	0.79%	27
2021 Q3	$1.33M	Hold	3,125	–	–	0.75%	29
2021 Q2	$1.28M	Hold	3,125	–	–	0.71%	33
2021 Q1	$1.1M	Hold	3,125	–	–	0.71%	33
2020 Q4	$1.03M	Buy	+3,125	New	+$1.05M	0.66%	34

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

Mezzasalma Advisors's SPGI Position: Q1 2026 in Review

Mezzasalma Advisors held its S&P Global (SPGI) position steady in Q1 2026 at 502 shares worth $214K. The position accounts for 0.05% of the portfolio, ranked #148.

Mezzasalma Advisors first reported a position in SPGI in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.47M in Q4 2021. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Mezzasalma Advisors held 502 shares of S&P Global worth $214K as of Q1 2026.
Mezzasalma Advisors left its S&P Global share count unchanged in Q1 2026.
S&P Global made up 0.05% of Mezzasalma Advisors's portfolio in Q1 2026, its #148 holding.
Mezzasalma Advisors first reported a position in S&P Global in Q4 2020 and has held it in 21 quarters since.
Mezzasalma Advisors's S&P Global position peaked at $1.47M in Q4 2021.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.