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SPGI icon

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

NewEdge 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 		$995K Sell
2,443
-292
-11% -$123K 0.01% 661
2026
Q1 		$1.16M Sell
2,735
-4,391
-62% -$2.04M 0.01% 582
2025
Q4 		$3.72M Buy
7,126
+3,553
+99% +$1.76M 0.04% 304
2025
Q3 		$1.78M Sell
3,573
-322
-8% -$172K 0.03% 425
2025
Q2 		$2.18M Sell
3,895
-117
-3% -$58.4K 0.03% 363
2025
Q1 		$2.04M Buy
4,012
+14
+0.4% +$7.15K 0.04% 347
2024
Q4 		$1.99M Sell
3,998
-39
-1% -$19.8K 0.03% 356
2024
Q3 		$2.09M Buy
4,037
+2,411
+148% +$1.19M 0.04% 338
2024
Q2 		$725K Sell
1,626
-244
-13% -$105K 0.02% 469
2024
Q1 		$780K Buy
1,870
+39
+2% +$16.9K 0.02% 467
2023
Q4 		$807K Sell
1,831
-186
-9% -$73.4K 0.02% 434
2023
Q3 		$737K Sell
2,017
-3,189
-61% -$1.25M 0.02% 402
2023
Q2 		$2.09M Buy
5,206
+3,352
+181% +$1.22M 0.07% 243
2023
Q1 		$639K Sell
1,854
-75
-4% -$26.4K 0.02% 382
2022
Q4 		$646K Sell
1,929
-122
-6% -$40.2K 0.03% 338
2022
Q3 		$626K Sell
2,051
-337
-14% -$121K 0.03% 320
2022
Q2 		$805K Buy
2,388
+1,765
+283% +$629K 0.04% 312
2022
Q1 		$256K Sell
623
-362
-37% -$147K 0.01% 380
2021
Q4 		$465K Buy
+985
New +$451K 0.02% 299

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

NewEdge Wealth's SPGI Position: Q2 2026 in Review

NewEdge Wealth reduced its S&P Global (SPGI) stake by 11% in Q2 2026, selling an estimated $123K and leaving 2,443 shares worth $995K. The position accounts for 0.01% of the portfolio, ranked #661.

NewEdge Wealth first reported a position in SPGI in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.72M in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • NewEdge Wealth held 2,443 shares of S&P Global worth $995K as of Q2 2026.
  • NewEdge Wealth sold 292 S&P Global shares in Q2 2026, an estimated $123K.
  • S&P Global made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #661 holding.
  • NewEdge Wealth first reported a position in S&P Global in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Wealth's S&P Global position peaked at $3.72M in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.