Millstone Evans Group’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$186K Buy
456
+4
+0.9% +$1.69K 0.1% 156
2026
Q1
$192K Sell
452
-2
-0.4% -$929 0.12% 143
2025
Q4
$237K Hold
454
0.14% 119
2025
Q3
$221K Hold
454
0.14% 117
2025
Q2
$240K Sell
454
-7
-2% -$3.49K 0.16% 106
2025
Q1
$234K Hold
461
0.16% 104
2024
Q4
$230K Buy
+461
New +$234K 0.16% 106

Other funds holding SPGI

Millstone Evans Group's SPGI Position: Q2 2026 in Review

Millstone Evans Group increased its S&P Global (SPGI) stake by 0.88% in Q2 2026, buying an estimated $1.69K and bringing the position to 456 shares worth $186K. The position accounts for 0.1% of the portfolio, ranked #156.

Millstone Evans Group first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $240K in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Millstone Evans Group held 456 shares of S&P Global worth $186K as of Q2 2026.
  • Millstone Evans Group bought 4 S&P Global shares in Q2 2026, an estimated $1.69K.
  • S&P Global made up 0.1% of Millstone Evans Group's portfolio in Q2 2026, its #156 holding.
  • Millstone Evans Group first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's S&P Global position peaked at $240K in Q2 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.