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Vestmark Advisory Solutions’s S&P Global SPGI Stock Holding History

Vestmark Advisory Solutions’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 		$4.75M Sell
11,665
-4,646
-28% -$1.96M 0.04% 398
2026
Q1 		$6.94M Buy
16,311
+5,215
+47% +$2.42M 0.08% 267
2025
Q4 		$5.8M Buy
11,096
+6,810
+159% +$3.37M 0.08% 263
2025
Q3 		$2.09M Buy
4,286
+2,318
+118% +$1.24M 0.04% 399
2025
Q2 		$1.04M Sell
1,968
-2,261
-53% -$1.13M 0.02% 490
2025
Q1 		$2.15M Buy
4,229
+2,487
+143% +$1.27M 0.06% 315
2024
Q4 		$868K Buy
1,742
+144
+9% +$73.1K 0.03% 346
2024
Q3 		$826K Buy
1,598
+275
+21% +$136K 0.03% 328
2024
Q2 		$590K Buy
1,323
+4
+0.3% +$1.72K 0.02% 377
2024
Q1 		$561K Sell
1,319
-132
-9% -$57.2K 0.02% 376
2023
Q4 		$639K Sell
1,451
-30
-2% -$11.8K 0.03% 320
2023
Q3 		$541K Sell
1,481
-12,350
-89% -$4.86M 0.04% 287
2023
Q2 		$5.54M Buy
13,831
+389
+3% +$142K 0.21% 123
2023
Q1 		$4.63M Buy
13,442
+294
+2% +$103K 0.2% 134
2022
Q4 		$4.4M Sell
13,148
-429
-3% -$141K 0.21% 129
2022
Q3 		$4.15M Buy
13,577
+228
+2% +$81.6K 0.23% 115
2022
Q2 		$4.5M Buy
13,349
+1,974
+17% +$704K 0.26% 89
2022
Q1 		$4.67M Buy
11,375
+6,390
+128% +$2.6M 0.26% 77
2021
Q4 		$2.35M Buy
4,985
+475
+11% +$217K 0.13% 193
2021
Q3 		$1.92M Buy
4,510
+770
+21% +$334K 0.13% 202
2021
Q2 		$1.53M Buy
3,740
+468
+14% +$180K 0.11% 235
2021
Q1 		$1.15M Buy
3,272
+471
+17% +$157K 0.1% 258
2020
Q4 		$921K Buy
2,801
+321
+13% +$108K 0.1% 254
2020
Q3 		$894K Buy
2,480
+374
+18% +$132K 0.12% 230
2020
Q2 		$694K Sell
2,106
-55
-3% -$16.5K 0.11% 247
2020
Q1 		$530K Buy
+2,161
New +$593K 0.1% 256
2019
Q4 		– Sell
-2,219
Closed -$544K – 485
2019
Q3 		$544K Buy
2,219
+10
+0.5% +$2.5K 0.09% 279
2019
Q2 		$503K Sell
2,209
-2
-0.1% -$437 0.09% 281
2019
Q1 		$466K Buy
+2,211
New +$428K 0.08% 295

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

Vestmark Advisory Solutions's SPGI Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its S&P Global (SPGI) stake by 28% in Q2 2026, selling an estimated $1.96M and leaving 11,665 shares worth $4.75M. The position accounts for 0.04% of the portfolio, ranked #398.

Vestmark Advisory Solutions first reported a position in SPGI in Q1 2019 and has held it in 29 quarters since. The position peaked at $6.94M in Q1 2026. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Vestmark Advisory Solutions held 11,665 shares of S&P Global worth $4.75M as of Q2 2026.
  • Vestmark Advisory Solutions sold 4,646 S&P Global shares in Q2 2026, an estimated $1.96M.
  • S&P Global made up 0.04% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #398 holding.
  • Vestmark Advisory Solutions first reported a position in S&P Global in Q1 2019 and has held it in 29 quarters since.
  • Vestmark Advisory Solutions's S&P Global position peaked at $6.94M in Q1 2026.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.