Northstar Advisory Group’s S&P Global SPGI Stock Holding History

Northstar Advisory Group’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	–	Sell	-872	Closed	-$424K	–	127
2025 Q3	$424K	Sell	872 -65	-7%	-$34.8K	0.17%	83
2025 Q2	$494K	Buy	937 +19	+2%	+$9.48K	0.24%	70
2025 Q1	$466K	Buy	+918	New	+$469K	0.3%	65
2023 Q3	–	Sell	-783	Closed	-$314K	–	104
2023 Q2	$314K	Buy	+783	New	+$286K	0.21%	68
2022 Q2	–	Sell	-4,239	Closed	-$1.74M	–	100
2022 Q1	$1.74M	Sell	4,239 -5,184	-55%	-$2.11M	1.12%	22
2021 Q4	$4.45M	Buy	+9,423	New	+$4.31M	2.63%	9
2021 Q3	–	Sell	-823	Closed	-$338K	–	117
2021 Q2	$338K	Buy	823 +125	+18%	+$48K	0.21%	87
2021 Q1	$246K	Buy	698 +34	+5%	+$11.3K	0.19%	95
2020 Q4	$218K	Buy	+664	New	+$224K	0.18%	100

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

Northstar Advisory Group's SPGI Position: Q4 2025 in Review

Northstar Advisory Group sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 872 shares — an estimated $424K sold.

Northstar Advisory Group first reported a position in SPGI in Q4 2020 and held it in 9 quarters. The position peaked at $4.45M in Q4 2021. 2,195 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

Northstar Advisory Group reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
Northstar Advisory Group sold 872 S&P Global shares in Q4 2025, an estimated $424K.
Northstar Advisory Group first reported a position in S&P Global in Q4 2020 and held it in 9 quarters.
Northstar Advisory Group's S&P Global position peaked at $4.45M in Q4 2021.
2,195 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Northstar Advisory Group's 13F filing for Q4 2025, filed 15 Jan 2026.