United Advisor Group’s S&P Global SPGI Stock Holding History

United Advisor 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 Q1	–	Sell	-452	Closed	-$236K	–	529
2025 Q4	$236K	Sell	452 -20	-4%	-$9.9K	0.03%	436
2025 Q3	$230K	Buy	+472	New	+$253K	0.03%	419
2024 Q4	–	Sell	-396	Closed	-$205K	–	393
2024 Q3	$205K	Buy	+396	New	+$196K	0.05%	333

Other funds holding SPGI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

United Advisor Group's SPGI Position: Q1 2026 in Review

United Advisor Group sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 452 shares — an estimated $236K sold.

United Advisor Group first reported a position in SPGI in Q3 2024 and held it in 3 quarters. The position peaked at $236K in Q4 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

United Advisor Group reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
United Advisor Group sold 452 S&P Global shares in Q1 2026, an estimated $236K.
United Advisor Group first reported a position in S&P Global in Q3 2024 and held it in 3 quarters.
United Advisor Group's S&P Global position peaked at $236K in Q4 2025.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.