Position history for EP Wealth Advisors, LLC's holdings in S&P GLOBAL INC
EP Wealth Advisors, LLC holds 128,951 shares of SPGI (S&P GLOBAL INC), worth $67.4M as of 2025-Q4. The position was increased (++5.5% shares). SPGI represents 0.4% of EP Wealth Advisors, LLC's portfolio.
Current Value
$67.4M
Current Shares
128,951
Total Value Change
+$20.2M
Total Shares Change
+23,041
Other major holders of SPGI: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 128,951 |
+5.5% |
| $67.4M |
| 0.4% |
| $527.69 |
37 |
| 2025-Q2 | Increased | 122,276 | +11.4% | $64.5M | 0.4% | $515.80 | 39 |
| 2025-Q1 | Increased | 109,745 | +0.9% | $55.8M | 0.4% | $499.72 | 35 |
| 2024-Q4 | Decreased | 108,747 | -0.9% | $54.2M | 0.4% | $494.36 | 0 |
| 2024-Q3 | Increased | 109,787 | +3.7% | $56.7M | 0.5% | $508.07 | 36 |
| 2024-Q2 | Increased | 105,910 | +3.8% | $47.2M | 0.5% | $441.15 | 43 |