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 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 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

Naviter Wealth's SPGI Position: Q1 2026 in Review

Naviter Wealth increased its S&P Global (SPGI) stake by 8.5% in Q1 2026, buying an estimated $23.2K and bringing the position to 641 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #242.

Naviter Wealth first reported a position in SPGI in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.84M in Q1 2022. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Naviter Wealth held 641 shares of S&P Global worth $273K as of Q1 2026.
Naviter Wealth bought 50 S&P Global shares in Q1 2026, an estimated $23.2K.
S&P Global made up 0.03% of Naviter Wealth's portfolio in Q1 2026, its #242 holding.
Naviter Wealth first reported a position in S&P Global in Q1 2022 and has held it in 12 quarters since.
Naviter Wealth's S&P Global position peaked at $2.84M in Q1 2022.
2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.