VA
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VestGen Advisors’s S&P Global SPGI Stock Holding History

VestGen 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 		$721K Sell
1,770
-337
-16% -$142K 0.02% 551
2026
Q1 		$894K Sell
2,107
-2,614
-55% -$1.21M 0.02% 492
2025
Q4 		$2.47M Buy
4,721
+565
+14% +$280K 0.11% 206
2025
Q3 		$2.02M Buy
4,156
+618
+17% +$331K 0.07% 244
2025
Q2 		$1.87M Sell
3,538
-281
-7% -$140K 0.07% 224
2025
Q1 		$1.94M Buy
+3,819
New +$1.95M 0.09% 208

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

VestGen Advisors's SPGI Position: Q2 2026 in Review

VestGen Advisors reduced its S&P Global (SPGI) stake by 16% in Q2 2026, selling an estimated $142K and leaving 1,770 shares worth $721K. The position accounts for 0.02% of the portfolio, ranked #551.

VestGen Advisors first reported a position in SPGI in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.47M in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • VestGen Advisors held 1,770 shares of S&P Global worth $721K as of Q2 2026.
  • VestGen Advisors sold 337 S&P Global shares in Q2 2026, an estimated $142K.
  • S&P Global made up 0.02% of VestGen Advisors's portfolio in Q2 2026, its #551 holding.
  • VestGen Advisors first reported a position in S&P Global in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's S&P Global position peaked at $2.47M in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.