3Chopt Investment Partners’s S&P Global SPGI Stock Holding History

3Chopt Investment Partners’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	$332K	Sell	814 -63	-7%	-$26.6K	0.06%	197
2026 Q1	$373K	Sell	877 -268	-23%	-$124K	0.09%	163
2025 Q4	$598K	Buy	1,145 +190	+20%	+$94K	0.13%	127
2025 Q3	$465K	Buy	955 +59	+7%	+$31.6K	0.11%	147
2025 Q2	$472K	Sell	896 -152	-15%	-$75.9K	0.11%	142
2025 Q1	$532K	Buy	+1,048	New	+$535K	0.14%	132
2024 Q3	–	Sell	-812	Closed	-$362K	–	162
2024 Q2	$362K	Buy	+812	New	+$348K	0.11%	145
2024 Q1	–	Sell	-803	Closed	-$354K	–	147
2023 Q4	$354K	Buy	+803	New	+$317K	0.13%	130
2023 Q3	–	Sell	-653	Closed	-$262K	–	122
2023 Q2	$262K	Hold	653	–	–	0.13%	120
2023 Q1	$225K	Buy	+653	New	+$230K	0.12%	132

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

3Chopt Investment Partners's SPGI Position: Q2 2026 in Review

3Chopt Investment Partners reduced its S&P Global (SPGI) stake by 7.2% in Q2 2026, selling an estimated $26.6K and leaving 814 shares worth $332K. The position accounts for 0.06% of the portfolio, ranked #197.

3Chopt Investment Partners first reported a position in SPGI in Q1 2023 and has held it in 10 quarters since. The position peaked at $598K in Q4 2025. 1,142 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

3Chopt Investment Partners held 814 shares of S&P Global worth $332K as of Q2 2026.
3Chopt Investment Partners sold 63 S&P Global shares in Q2 2026, an estimated $26.6K.
S&P Global made up 0.06% of 3Chopt Investment Partners's portfolio in Q2 2026, its #197 holding.
3Chopt Investment Partners first reported a position in S&P Global in Q1 2023 and has held it in 10 quarters since.
3Chopt Investment Partners's S&P Global position peaked at $598K in Q4 2025.
1,142 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.