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SPGI icon

Naviter Wealth’s S&P Global SPGI Stock Holding History

Naviter Wealth’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 		$294K Buy
722
+81
+13% +$34.2K 0.03% 263
2026
Q1 		$273K Buy
641
+50
+8% +$23.2K 0.03% 242
2025
Q4 		$309K Sell
591
-129
-18% -$63.8K 0.04% 231
2025
Q3 		$350K Buy
720
+16
+2% +$8.57K 0.04% 223
2025
Q2 		$371K Buy
704
+53
+8% +$26.5K 0.05% 216
2025
Q1 		$327K Buy
651
+20
+3% +$10.2K 0.04% 226
2024
Q4 		$314K Buy
631
+50
+9% +$25.4K 0.04% 235
2024
Q3 		$300K Buy
+581
New +$288K 0.04% 203
2024
Q1 		– Sell
-595
Closed -$262K – 245
2023
Q4 		$262K Buy
+595
New +$235K 0.05% 193
2023
Q3 		– Sell
-513
Closed -$206K – 235
2023
Q2 		$206K Buy
+513
New +$187K 0.05% 213
2022
Q4 		– Sell
-801
Closed -$245K – 201
2022
Q3 		$245K Buy
801
+48
+6% +$17.2K 0.1% 169
2022
Q2 		$254K Sell
753
-6,167
-89% -$2.2M 0.1% 166
2022
Q1 		$2.84M Buy
+6,920
New +$2.82M 0.95% 36

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Naviter Wealth's SPGI Position: Q2 2026 in Review

Naviter Wealth increased its S&P Global (SPGI) stake by 13% in Q2 2026, buying an estimated $34.2K and bringing the position to 722 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #263.

Naviter Wealth first reported a position in SPGI in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.84M in Q1 2022. 2,023 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Naviter Wealth held 722 shares of S&P Global worth $294K as of Q2 2026.
  • Naviter Wealth bought 81 S&P Global shares in Q2 2026, an estimated $34.2K.
  • S&P Global made up 0.03% of Naviter Wealth's portfolio in Q2 2026, its #263 holding.
  • Naviter Wealth first reported a position in S&P Global in Q1 2022 and has held it in 13 quarters since.
  • Naviter Wealth's S&P Global position peaked at $2.84M in Q1 2022.
  • 2,023 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.