Zevin Asset Management’s S&P Global SPGI Stock Holding History

Zevin Asset Management’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	$5.69M	Sell	13,961 -1,181	-8%	-$499K	0.8%	43
2026 Q1	$6.44M	Buy	15,142 +181	+1%	+$84K	0.89%	44
2025 Q4	$7.82M	Buy	14,961 +409	+3%	+$202K	1.05%	39
2025 Q3	$7.08M	Sell	14,552 -837	-5%	-$448K	1.03%	41
2025 Q2	$8.12M	Sell	15,389 -161	-1%	-$80.4K	1.17%	37
2025 Q1	$7.9M	Buy	+15,550	New	+$7.95M	1.25%	35

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

Zevin Asset Management's SPGI Position: Q2 2026 in Review

Zevin Asset Management reduced its S&P Global (SPGI) stake by 7.8% in Q2 2026, selling an estimated $499K and leaving 13,961 shares worth $5.69M. The position accounts for 0.8% of the portfolio, ranked #43.

Zevin Asset Management first reported a position in SPGI in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.12M in Q2 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Zevin Asset Management held 13,961 shares of S&P Global worth $5.69M as of Q2 2026.
Zevin Asset Management sold 1,181 S&P Global shares in Q2 2026, an estimated $499K.
S&P Global made up 0.8% of Zevin Asset Management's portfolio in Q2 2026, its #43 holding.
Zevin Asset Management first reported a position in S&P Global in Q1 2025 and has held it in 6 quarters since.
Zevin Asset Management's S&P Global position peaked at $8.12M in Q2 2025.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Zevin Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.