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SPGI icon

Navellier & Associates’s S&P Global SPGI Stock Holding History

Navellier & Associates’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 		$372K Sell
875
-551
-39% -$256K 0.04% 258
2025
Q4 		$745K Hold
1,426
– – 0.08% 173
2025
Q3 		$694K Hold
1,426
– – 0.07% 220
2025
Q2 		$752K Hold
1,426
– – 0.09% 166
2025
Q1 		$721K Hold
1,426
– – 0.1% 165
2024
Q4 		$710K Hold
1,426
– – 0.09% 208
2024
Q3 		$737K Hold
1,426
– – 0.1% 176
2024
Q2 		$636K Hold
1,426
– – 0.07% 208
2024
Q1 		$607K Hold
1,426
– – 0.07% 214
2023
Q4 		$628K Buy
+1,426
New +$563K 0.09% 188
2020
Q4 		– Sell
-7,847
Closed -$2.83M – 297
2020
Q3 		$2.83M Sell
7,847
-309
-4% -$109K 0.62% 54
2020
Q2 		$2.69M Sell
8,156
-51
-0.6% -$15.3K 0.64% 53
2020
Q1 		$2.01M Sell
8,207
-128
-2% -$35.1K 0.47% 56
2019
Q4 		$2.28M Sell
8,335
-477
-5% -$124K 0.37% 79
2019
Q3 		$2.16M Sell
8,812
-186
-2% -$46.5K 0.36% 74
2019
Q2 		$2.05M Sell
8,998
-251
-3% -$54.8K 0.32% 88
2019
Q1 		$1.95M Sell
9,249
-5,846
-39% -$1.13M 0.3% 88
2018
Q4 		$2.56M Sell
15,095
-990
-6% -$177K 0.44% 52
2018
Q3 		$3.14M Buy
16,085
+153
+1% +$31.6K 0.41% 72
2018
Q2 		$3.25M Buy
15,932
+622
+4% +$123K 0.45% 58
2018
Q1 		$2.92M Buy
15,310
+116
+0.8% +$21.4K 0.44% 63
2017
Q4 		$2.57M Buy
+15,194
New +$2.48M 0.48% 65

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Navellier & Associates's SPGI Position: Q1 2026 in Review

Navellier & Associates reduced its S&P Global (SPGI) stake by 39% in Q1 2026, selling an estimated $256K and leaving 875 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #258.

Navellier & Associates first reported a position in SPGI in Q4 2017 and has held it in 22 quarters since. The position peaked at $3.25M in Q2 2018. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Navellier & Associates held 875 shares of S&P Global worth $372K as of Q1 2026.
  • Navellier & Associates sold 551 S&P Global shares in Q1 2026, an estimated $256K.
  • S&P Global made up 0.04% of Navellier & Associates's portfolio in Q1 2026, its #258 holding.
  • Navellier & Associates first reported a position in S&P Global in Q4 2017 and has held it in 22 quarters since.
  • Navellier & Associates's S&P Global position peaked at $3.25M in Q2 2018.
  • 2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Navellier & Associates's 13F filing for Q1 2026, filed 7 May 2026.