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
2026 Q2	$500K	Sell	1,228 -71	-5%	-$30K	0.02%	364
2026 Q1	$552K	Sell	1,299 -77	-6%	-$35.7K	0.02%	335
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

SageView Advisory Group's SPGI Position: Q2 2026 in Review

SageView Advisory Group reduced its S&P Global (SPGI) stake by 5.5% in Q2 2026, selling an estimated $30K and leaving 1,228 shares worth $500K. The position accounts for 0.02% of the portfolio, ranked #364.

SageView Advisory Group first reported a position in SPGI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.62M in Q4 2023. 2,023 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

SageView Advisory Group held 1,228 shares of S&P Global worth $500K as of Q2 2026.
SageView Advisory Group sold 71 S&P Global shares in Q2 2026, an estimated $30K.
S&P Global made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #364 holding.
SageView Advisory Group first reported a position in S&P Global in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's S&P Global position peaked at $1.62M in Q4 2023.
2,023 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.