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

Waystone 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 Q1	–	Sell	-511	Closed	-$267K	–	111
2025 Q4	$267K	Buy	+511	New	+$253K	0.23%	90

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 $3.38T AUM 44.17% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Waystone Advisors's SPGI Position: Q1 2026 in Review

Waystone Advisors sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 511 shares — an estimated $267K sold.

Waystone Advisors first reported a position in SPGI in Q4 2025 and held it in 1 quarter. The position peaked at $267K in Q4 2025. 2,127 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Waystone Advisors reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Waystone Advisors sold 511 S&P Global shares in Q1 2026, an estimated $267K.
Waystone Advisors first reported a position in S&P Global in Q4 2025 and held it in 1 quarter.
Waystone Advisors's S&P Global position peaked at $267K in Q4 2025.
2,127 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Waystone Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.