Nicolet Advisory Services’s S&P Global SPGI Stock Holding History

Nicolet Advisory Services’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
2025 Q4	$204K	Buy	+375	New	+$186K	0.01%	407

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nicolet Advisory Services's SPGI Position: Q4 2025 in Review

Nicolet Advisory Services opened a new position in S&P Global (SPGI) in Q4 2025: 375 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #407 among its holdings.

2,195 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

Nicolet Advisory Services held 375 shares of S&P Global worth $204K as of Q4 2025.
S&P Global was a new Nicolet Advisory Services position in Q4 2025.
S&P Global made up 0.01% of Nicolet Advisory Services's portfolio in Q4 2025, its #407 holding.
2,195 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.