Values First Advisors’s S&P Global SPGI Stock Holding History

Values First 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 Q2	$417K	Sell	1,023 -457	-31%	-$193K	0.19%	126
2026 Q1	$629K	Sell	1,480 -733	-33%	-$340K	0.33%	87
2025 Q4	$1.16M	Buy	2,213 +317	+17%	+$157K	0.6%	55
2025 Q3	$923K	Sell	1,896 -27	-1%	-$14.5K	0.49%	61
2025 Q2	$1.01M	Sell	1,923 -21	-1%	-$10.5K	0.55%	52
2025 Q1	$986K	Sell	1,944 -178	-8%	-$91K	0.58%	49
2024 Q4	$1.06M	Buy	2,122 +1,465	+223%	+$743K	0.58%	50
2024 Q3	$339K	Buy	657 +2	+0.3%	+$990	0.18%	116
2024 Q2	$292K	Sell	655 -47	-7%	-$20.2K	0.18%	128
2024 Q1	$299K	Buy	702 +172	+32%	+$74.5K	0.18%	133
2023 Q4	$233K	Buy	+530	New	+$209K	0.14%	137
2023 Q1	–	Hold	0	–	–	–	356

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

Values First Advisors's SPGI Position: Q2 2026 in Review

Values First Advisors reduced its S&P Global (SPGI) stake by 31% in Q2 2026, selling an estimated $193K and leaving 1,023 shares worth $417K. The position accounts for 0.19% of the portfolio, ranked #126.

Values First Advisors first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.16M in Q4 2025. 2,019 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Values First Advisors held 1,023 shares of S&P Global worth $417K as of Q2 2026.
Values First Advisors sold 457 S&P Global shares in Q2 2026, an estimated $193K.
S&P Global made up 0.19% of Values First Advisors's portfolio in Q2 2026, its #126 holding.
Values First Advisors first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
Values First Advisors's S&P Global position peaked at $1.16M in Q4 2025.
2,019 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.