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Vise Technologies’s S&P Global SPGI Stock Holding History

Vise Technologies’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 		$4.15M Hold
7,933
– – 0.08% 202
2025
Q4 		$4.15M Buy
7,933
+1,377
+21% +$681K 0.08% 203
2025
Q3 		$3.19M Buy
6,556
+724
+12% +$388K 0.12% 161
2025
Q2 		$3.08M Buy
+5,832
New +$2.91M 0.13% 175
2024
Q4 		$2.19M Buy
4,407
+2,640
+149% +$1.34M 0.18% 122
2024
Q3 		$913K Buy
1,767
+1,141
+182% +$565K 0.12% 173
2024
Q2 		$279K Buy
+626
New +$269K 0.05% 329

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

Vise Technologies's SPGI Position: Q1 2026 in Review

Vise Technologies held its S&P Global (SPGI) position steady in Q1 2026 at 7,933 shares worth $4.15M. The position accounts for 0.08% of the portfolio, ranked #202.

Vise Technologies first reported a position in SPGI in Q2 2024 and has held it in 7 quarters since. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Vise Technologies held 7,933 shares of S&P Global worth $4.15M as of Q1 2026.
  • Vise Technologies left its S&P Global share count unchanged in Q1 2026.
  • S&P Global made up 0.08% of Vise Technologies's portfolio in Q1 2026, its #202 holding.
  • Vise Technologies first reported a position in S&P Global in Q2 2024 and has held it in 7 quarters since.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.