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New Age Alpha Advisors’s S&P Global SPGI Stock Holding History

New Age Alpha 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 		$2.5M Buy
+240
New +$111K 0.12% 257
2025
Q4 		– Sell
-200
Closed -$1.08M – 907
2025
Q3 		$1.08M Buy
+200
New +$107K 0.05% 409

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

New Age Alpha Advisors's SPGI Position: Q1 2026 in Review

New Age Alpha Advisors reduced its S&P Global (SPGI) stake by 98% in Q1 2026, selling an estimated $6.86M and leaving 354 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #657.

New Age Alpha Advisors first reported a position in SPGI in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.1M in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • New Age Alpha Advisors held 354 shares of S&P Global worth $151K as of Q1 2026.
  • New Age Alpha Advisors sold 14,769 S&P Global shares in Q1 2026, an estimated $6.86M.
  • S&P Global made up 0.01% of New Age Alpha Advisors's portfolio in Q1 2026, its #657 holding.
  • New Age Alpha Advisors first reported a position in S&P Global in Q2 2024 and has held it in 8 quarters since.
  • New Age Alpha Advisors's S&P Global position peaked at $8.1M in Q2 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.