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 Q2	$27.5M	Sell	67,399 -12,723	-16%	-$5.37M	0.61%	34
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WestEnd Advisors's SPGI Position: Q2 2026 in Review

WestEnd Advisors reduced its S&P Global (SPGI) stake by 16% in Q2 2026, selling an estimated $5.37M and leaving 67,399 shares worth $27.5M. The position accounts for 0.61% of the portfolio, ranked #34.

WestEnd Advisors first reported a position in SPGI in Q4 2021 and has held it in 11 quarters since. The position peaked at $38.8M in Q3 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

WestEnd Advisors held 67,399 shares of S&P Global worth $27.5M as of Q2 2026.
WestEnd Advisors sold 12,723 S&P Global shares in Q2 2026, an estimated $5.37M.
S&P Global made up 0.61% of WestEnd Advisors's portfolio in Q2 2026, its #34 holding.
WestEnd Advisors first reported a position in S&P Global in Q4 2021 and has held it in 11 quarters since.
WestEnd Advisors's S&P Global position peaked at $38.8M in Q3 2025.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.