UF
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Univest Financial’s S&P Global SPGI Stock Holding History

Univest Financial’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 		$20.5M Buy
50,216
+4,090
+9% +$1.73M 1% 21
2026
Q1 		$19.6M Buy
46,126
+10,524
+30% +$4.89M 1.1% 18
2025
Q4 		$18.6M Buy
35,602
+24
+0.1% +$11.9K 0.99% 21
2025
Q3 		$17.3M Sell
35,578
-1,973
-5% -$1.06M 0.97% 18
2025
Q2 		$19.8M Buy
37,551
+3,555
+10% +$1.77M 1.19% 18
2025
Q1 		$17.3M Buy
33,996
+226
+0.7% +$115K 1.13% 17
2024
Q4 		$16.8M Buy
33,770
+777
+2% +$394K 1.06% 20
2024
Q3 		$17M Buy
32,993
+22,868
+226% +$11.3M 1.12% 23
2024
Q2 		$4.52M Buy
10,125
+348
+4% +$149K 1.25% 24
2024
Q1 		$4.16M Sell
9,777
-529
-5% -$229K 1.17% 30
2023
Q4 		$4.54M Buy
10,306
+44
+0.4% +$17.4K 1.34% 23
2023
Q3 		$3.75M Sell
10,262
-886
-8% -$348K 1.25% 26
2023
Q2 		$4.47M Buy
11,148
+254
+2% +$92.8K 1.35% 24
2023
Q1 		$3.76M Sell
10,894
-517
-5% -$182K 1.17% 35
2022
Q4 		$3.82M Buy
11,411
+76
+0.7% +$25.1K 1.2% 30
2022
Q3 		$3.46M Buy
11,335
+138
+1% +$49.4K 1.13% 29
2022
Q2 		$3.77M Buy
11,197
+406
+4% +$145K 1.23% 34
2022
Q1 		$4.43M Sell
10,791
-815
-7% -$332K 1.25% 31
2021
Q4 		$5.48M Sell
11,606
-549
-5% -$251K 1.4% 26
2021
Q3 		$5.16M Sell
12,155
-327
-3% -$142K 1.44% 24
2021
Q2 		$5.12M Buy
12,482
+178
+1% +$68.4K 1.41% 25
2021
Q1 		$4.34M Buy
+12,304
New +$4.09M 1.22% 37

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Univest Financial's SPGI Position: Q2 2026 in Review

Univest Financial increased its S&P Global (SPGI) stake by 8.9% in Q2 2026, buying an estimated $1.73M and bringing the position to 50,216 shares worth $20.5M. The position accounts for 1% of the portfolio, ranked #21.

Univest Financial first reported a position in SPGI in Q1 2021 and has held it in 22 quarters since. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Univest Financial held 50,216 shares of S&P Global worth $20.5M as of Q2 2026.
  • Univest Financial bought 4,090 S&P Global shares in Q2 2026, an estimated $1.73M.
  • S&P Global made up 1% of Univest Financial's portfolio in Q2 2026, its #21 holding.
  • Univest Financial first reported a position in S&P Global in Q1 2021 and has held it in 22 quarters since.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.