UCFA
SPGI icon

United Capital Financial Advisors’s S&P Global SPGI Stock Holding History

United Capital Financial Advisors’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 		$33.1M Sell
77,782
-10,626
-12% -$4.93M 0.2% 97
2025
Q4 		$46.2M Sell
88,408
-2,467
-3% -$1.22M 0.28% 73
2025
Q3 		$44.2M Sell
90,875
-2,253
-2% -$1.21M 0.32% 66
2025
Q2 		$49.1M Sell
93,128
-1,878
-2% -$937K 0.4% 53
2025
Q1 		$48.3M Sell
95,006
-7,819
-8% -$4M 0.41% 50
2024
Q4 		$51.2M Sell
102,825
-9,002
-8% -$4.57M 0.43% 50
2024
Q3 		$57.8M Sell
111,827
-2,363
-2% -$1.17M 0.48% 48
2024
Q2 		$50.9M Sell
114,190
-14,523
-11% -$6.23M 0.44% 50
2024
Q1 		$54.8M Buy
128,713
+1,947
+2% +$844K 0.45% 49
2023
Q4 		$55.8M Sell
126,766
-50,790
-29% -$20M 0.46% 44
2023
Q3 		$64.9M Sell
177,556
-13,522
-7% -$5.32M 0.43% 47
2023
Q2 		$76.6M Buy
191,078
+12,978
+7% +$4.74M 0.42% 45
2023
Q1 		$61.4M Sell
178,100
-7,647
-4% -$2.69M 0.34% 57
2022
Q4 		$62.2M Sell
185,747
-195
-0.1% -$64.3K 0.35% 60
2022
Q3 		$56.8M Sell
185,942
-9,593
-5% -$3.43M 0.34% 62
2022
Q2 		$65.9M Buy
195,535
+533
+0.3% +$190K 0.36% 57
2022
Q1 		$80M Buy
195,002
+30,699
+19% +$12.5M 0.39% 47
2021
Q4 		$77.5M Buy
164,303
+3,001
+2% +$1.37M 0.36% 54
2021
Q3 		$68.5M Buy
161,302
+1,317
+0.8% +$571K 0.34% 59
2021
Q2 		$65.7M Buy
159,985
+931
+0.6% +$358K 0.33% 63
2021
Q1 		$56.1M Buy
159,054
+13,464
+9% +$4.48M 0.31% 66
2020
Q4 		$47.9M Buy
145,590
+69,177
+91% +$23.3M 0.29% 78
2020
Q3 		$27.6M Buy
76,413
+1,671
+2% +$590K 0.18% 127
2020
Q2 		$24.6M Buy
74,742
+65,235
+686% +$19.6M 0.18% 120
2020
Q1 		$2.33M Sell
9,507
-2,756
-22% -$756K 0.02% 464
2019
Q4 		$3.35M Sell
12,263
-109,718
-90% -$28.5M 0.02% 495
2019
Q3 		$29.9M Buy
121,981
+55,887
+85% +$14M 0.21% 106
2019
Q2 		$15.1M Sell
66,094
-106,311
-62% -$23.2M 0.1% 226
2019
Q1 		$36.3M Buy
172,405
+14,207
+9% +$2.75M 0.26% 93
2018
Q4 		$26.9M Buy
158,198
+56,444
+55% +$10.1M 0.21% 103
2018
Q3 		$19.9M Buy
101,754
+28,279
+38% +$5.84M 0.14% 161
2018
Q2 		$15M Buy
73,475
+29,493
+67% +$5.83M 0.11% 203
2018
Q1 		$8.4M Buy
43,982
+5,444
+14% +$1M 0.06% 325
2017
Q4 		$6.53M Buy
38,538
+30,869
+403% +$5.04M 0.05% 366
2017
Q3 		$1.2M Sell
7,669
-24,903
-76% -$3.79M 0.01% 721
2017
Q2 		$4.75M Buy
32,572
+3,538
+12% +$491K 0.04% 386
2017
Q1 		$3.8M Buy
29,034
+7,761
+36% +$965K 0.04% 424
2016
Q4 		$2.29M Buy
+21,273
New +$2.54M 0.02% 535

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

United Capital Financial Advisors's SPGI Position: Q1 2026 in Review

United Capital Financial Advisors reduced its S&P Global (SPGI) stake by 12% in Q1 2026, selling an estimated $4.93M and leaving 77,782 shares worth $33.1M. The position accounts for 0.2% of the portfolio, ranked #97.

United Capital Financial Advisors first reported a position in SPGI in Q4 2016 and has held it in 38 quarters since. The position peaked at $80M in Q1 2022. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • United Capital Financial Advisors held 77,782 shares of S&P Global worth $33.1M as of Q1 2026.
  • United Capital Financial Advisors sold 10,626 S&P Global shares in Q1 2026, an estimated $4.93M.
  • S&P Global made up 0.2% of United Capital Financial Advisors's portfolio in Q1 2026, its #97 holding.
  • United Capital Financial Advisors first reported a position in S&P Global in Q4 2016 and has held it in 38 quarters since.
  • United Capital Financial Advisors's S&P Global position peaked at $80M in Q1 2022.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.