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

Moss Adams 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	$396K	Buy	972 +176	+22%	+$74.3K	0.02%	179
2026 Q1	$339K	Sell	796 -203	-20%	-$94.2K	0.02%	191
2025 Q4	$522K	Buy	999 +44	+5%	+$21.8K	0.04%	130
2025 Q3	$465K	Buy	955 +18	+2%	+$9.64K	0.04%	139
2025 Q2	$494K	Buy	937 +104	+12%	+$51.9K	0.04%	129
2025 Q1	$423K	Sell	833 -62	-7%	-$31.7K	0.04%	123
2024 Q4	$446K	Buy	895 +77	+9%	+$39.1K	0.05%	108
2024 Q3	$423K	Buy	818 +304	+59%	+$150K	0.05%	106
2024 Q2	$229K	Buy	+514	New	+$221K	0.03%	155

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

Moss Adams Wealth Advisors's SPGI Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its S&P Global (SPGI) stake by 22% in Q2 2026, buying an estimated $74.3K and bringing the position to 972 shares worth $396K. The position accounts for 0.02% of the portfolio, ranked #179.

Moss Adams Wealth Advisors first reported a position in SPGI in Q2 2024 and has held it in 9 quarters since. The position peaked at $522K in Q4 2025. 2,024 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Moss Adams Wealth Advisors held 972 shares of S&P Global worth $396K as of Q2 2026.
Moss Adams Wealth Advisors bought 176 S&P Global shares in Q2 2026, an estimated $74.3K.
S&P Global made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #179 holding.
Moss Adams Wealth Advisors first reported a position in S&P Global in Q2 2024 and has held it in 9 quarters since.
Moss Adams Wealth Advisors's S&P Global position peaked at $522K in Q4 2025.
2,024 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.