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Waverly Advisors’s S&P Global SPGI Stock Holding History

Waverly 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 		$2.82M Sell
6,917
-4,195
-38% -$1.77M 0.02% 612
2026
Q1 		$4.73M Buy
11,112
+5,421
+95% +$2.52M 0.04% 417
2025
Q4 		$2.97M Buy
5,691
+1,066
+23% +$527K 0.02% 495
2025
Q3 		$2.25M Buy
4,625
+12
+0.3% +$6.43K 0.02% 490
2025
Q2 		$2.43M Buy
4,613
+68
+1% +$33.9K 0.03% 458
2025
Q1 		$2.31M Buy
4,545
+272
+6% +$139K 0.03% 447
2024
Q4 		$2.13M Buy
4,273
+2,389
+127% +$1.21M 0.03% 375
2024
Q3 		$973K Sell
1,884
-182
-9% -$90.1K 0.02% 451
2024
Q2 		$921K Buy
2,066
+362
+21% +$155K 0.02% 445
2024
Q1 		$725K Buy
1,704
+964
+130% +$418K 0.02% 417
2023
Q4 		$326K Sell
740
-208
-22% -$82.1K 0.01% 345
2023
Q3 		$346K Buy
948
+130
+16% +$51.1K 0.02% 304
2023
Q2 		$328K Buy
818
+4
+0.5% +$1.46K 0.01% 288
2023
Q1 		$281K Sell
814
-36
-4% -$12.7K 0.01% 245
2022
Q4 		$285K Buy
850
+9
+1% +$2.97K 0.02% 227
2022
Q3 		$257K Sell
841
-46
-5% -$16.5K 0.02% 208
2022
Q2 		$298K Buy
887
+2
+0.2% +$713 0.03% 166
2022
Q1 		$363K Buy
885
+45
+5% +$18.3K 0.03% 147
2021
Q4 		$325K Sell
840
-117
-12% -$53.5K 0.03% 152
2021
Q3 		$432K Buy
957
+25
+3% +$10.8K 0.04% 137
2021
Q2 		$412K Buy
932
+208
+29% +$79.9K 0.04% 130
2021
Q1 		$271K Buy
724
+44
+6% +$14.6K 0.03% 146
2020
Q4 		$231K Buy
680
+56
+9% +$18.9K 0.02% 136
2020
Q3 		$201K Hold
624
– – 0.03% 135
2020
Q2 		$222K Buy
+624
New +$188K 0.03% 128
2020
Q1 		– Sell
-699
Closed -$207K – 153
2019
Q4 		$207K Buy
+699
New +$182K 0.03% 132
2018
Q1 		– Sell
-250
Closed -$42K – 338
2017
Q4 		$42K Buy
+250
New +$40.8K 0.01% 264

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 $3.38T AUM 44.17% 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

Waverly Advisors's SPGI Position: Q2 2026 in Review

Waverly Advisors reduced its S&P Global (SPGI) stake by 38% in Q2 2026, selling an estimated $1.77M and leaving 6,917 shares worth $2.82M. The position accounts for 0.02% of the portfolio, ranked #612.

Waverly Advisors first reported a position in SPGI in Q4 2017 and has held it in 27 quarters since. The position peaked at $4.73M in Q1 2026. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Waverly Advisors held 6,917 shares of S&P Global worth $2.82M as of Q2 2026.
  • Waverly Advisors sold 4,195 S&P Global shares in Q2 2026, an estimated $1.77M.
  • S&P Global made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #612 holding.
  • Waverly Advisors first reported a position in S&P Global in Q4 2017 and has held it in 27 quarters since.
  • Waverly Advisors's S&P Global position peaked at $4.73M in Q1 2026.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.