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 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 $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

Moss Adams Wealth Advisors's SPGI Position: Q1 2026 in Review

Moss Adams Wealth Advisors reduced its S&P Global (SPGI) stake by 20% in Q1 2026, selling an estimated $94.2K and leaving 796 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #191.

Moss Adams Wealth Advisors first reported a position in SPGI in Q2 2024 and has held it in 8 quarters since. The position peaked at $522K in Q4 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Moss Adams Wealth Advisors held 796 shares of S&P Global worth $339K as of Q1 2026.
Moss Adams Wealth Advisors sold 203 S&P Global shares in Q1 2026, an estimated $94.2K.
S&P Global made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #191 holding.
Moss Adams Wealth Advisors first reported a position in S&P Global in Q2 2024 and has held it in 8 quarters since.
Moss Adams Wealth Advisors's S&P Global position peaked at $522K in Q4 2025.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.