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

SageView 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	$719K	Sell	1,376 -1,122	-45%	-$555K	0.02%	304
2025 Q3	$1.22M	Sell	2,498 -150	-6%	-$80.3K	0.04%	241
2025 Q2	$1.4M	Sell	2,648 -173	-6%	-$86.3K	0.05%	194
2025 Q1	$1.43M	Sell	2,821 -404	-13%	-$206K	0.06%	176
2024 Q4	$1.61M	Buy	3,225 +134	+4%	+$68K	0.07%	151
2024 Q3	$1.6M	Sell	3,091 -166	-5%	-$82.2K	0.08%	137
2024 Q2	$1.45M	Buy	+3,257	New	+$1.4M	0.07%	169
2024 Q1	–	Sell	-3,573	Closed	-$1.62M	–	772
2023 Q4	$1.62M	Buy	3,573 +1,106	+45%	+$436K	0.07%	179
2023 Q3	$902K	Buy	2,467 +98	+4%	+$38.5K	0.05%	226
2023 Q2	$950K	Buy	2,369 +67	+3%	+$24.5K	0.05%	235
2023 Q1	$794K	Buy	2,302 +1,405	+157%	+$494K	0.05%	243
2022 Q4	$301K	Buy	+897	New	+$296K	0.02%	320

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

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

SageView Advisory Group reduced its S&P Global (SPGI) stake by 45% in Q4 2025, selling an estimated $555K and leaving 1,376 shares worth $719K. The position accounts for 0.02% of the portfolio, ranked #304.

SageView Advisory Group first reported a position in SPGI in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.62M in Q4 2023. 2,195 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

SageView Advisory Group held 1,376 shares of S&P Global worth $719K as of Q4 2025.
SageView Advisory Group sold 1,122 S&P Global shares in Q4 2025, an estimated $555K.
S&P Global made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #304 holding.
SageView Advisory Group first reported a position in S&P Global in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's S&P Global position peaked at $1.62M in Q4 2023.
2,195 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.