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

WestEnd 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	$34.1M	Buy	80,122 +5,878	+8%	+$2.73M	0.82%	37
2025 Q4	$38.8M	Sell	74,244 -5,557	-7%	-$2.75M	0.9%	33
2025 Q3	$38.8M	Buy	79,801 +79,794	+1,139,914%	+$42.7M	0.91%	31
2025 Q2	$3.69K	Sell	7 -2	-22%	-$998	﹤0.01%	117
2025 Q1	$4.57K	Buy	9 +3	+50%	+$1.53K	﹤0.01%	104
2024 Q4	$2.99K	Hold	6	–	–	﹤0.01%	88
2024 Q3	$3.1K	Buy	6 +1	+20%	+$495	﹤0.01%	80
2024 Q2	$2.23K	Buy	5 +4	+400%	+$1.72K	﹤0.01%	84
2024 Q1	$425	Buy	+1	New	+$433	﹤0.01%	163
2022 Q1	–	Sell	-3	Closed	-$1.22K	–	88
2021 Q4	$1.42K	Buy	+3	New	+$1.37K	﹤0.01%	98
2021 Q3	–	Hold	0	–	–	–	91
2021 Q2	–	Hold	0	–	–	–	89

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WestEnd Advisors's SPGI Position: Q1 2026 in Review

WestEnd Advisors increased its S&P Global (SPGI) stake by 7.9% in Q1 2026, buying an estimated $2.73M and bringing the position to 80,122 shares worth $34.1M. The position accounts for 0.82% of the portfolio, ranked #37.

WestEnd Advisors first reported a position in SPGI in Q4 2021 and has held it in 10 quarters since. The position peaked at $38.8M in Q3 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

WestEnd Advisors held 80,122 shares of S&P Global worth $34.1M as of Q1 2026.
WestEnd Advisors bought 5,878 S&P Global shares in Q1 2026, an estimated $2.73M.
S&P Global made up 0.82% of WestEnd Advisors's portfolio in Q1 2026, its #37 holding.
WestEnd Advisors first reported a position in S&P Global in Q4 2021 and has held it in 10 quarters since.
WestEnd Advisors's S&P Global position peaked at $38.8M in Q3 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.