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Nvest Wealth Strategies’s S&P Global SPGI Stock Holding History

Nvest Wealth Strategies’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 		$38.3K Sell
94
-4
-4% -$1.69K 0.02% 61
2026
Q1 		$41.7K Buy
98
+4
+4% +$1.86K 0.03% 62
2025
Q4 		$49.1K Buy
+94
New +$46.5K 0.04% 55

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Nvest Wealth Strategies's SPGI Position: Q2 2026 in Review

Nvest Wealth Strategies reduced its S&P Global (SPGI) stake by 4.1% in Q2 2026, selling an estimated $1.69K and leaving 94 shares worth $38.3K. The position accounts for 0.02% of the portfolio, ranked #61.

Nvest Wealth Strategies first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $49.1K in Q4 2025. 1,142 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Nvest Wealth Strategies held 94 shares of S&P Global worth $38.3K as of Q2 2026.
  • Nvest Wealth Strategies sold 4 S&P Global shares in Q2 2026, an estimated $1.69K.
  • S&P Global made up 0.02% of Nvest Wealth Strategies's portfolio in Q2 2026, its #61 holding.
  • Nvest Wealth Strategies first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's S&P Global position peaked at $49.1K in Q4 2025.
  • 1,142 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.