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Accelerate Investment Advisors’s S&P Global SPGI Stock Holding History

Accelerate Investment 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 		$286K Sell
701
-194
-22% -$81.9K 0.16% 107
2026
Q1 		$381K Buy
895
+34
+4% +$15.8K 0.25% 59
2025
Q4 		$450K Buy
861
+71
+9% +$35.1K 0.3% 49
2025
Q3 		$384K Sell
790
-17
-2% -$9.1K 0.26% 59
2025
Q2 		$426K Sell
807
-71
-8% -$35.4K 0.32% 53
2025
Q1 		$446K Buy
878
+105
+14% +$53.7K 0.37% 49
2024
Q4 		$385K Buy
773
+200
+35% +$101K 0.34% 53
2024
Q3 		$296K Buy
+573
New +$284K 0.29% 57

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Accelerate Investment Advisors's SPGI Position: Q2 2026 in Review

Accelerate Investment Advisors reduced its S&P Global (SPGI) stake by 22% in Q2 2026, selling an estimated $81.9K and leaving 701 shares worth $286K. The position accounts for 0.16% of the portfolio, ranked #107.

Accelerate Investment Advisors first reported a position in SPGI in Q3 2024 and has held it in 8 quarters since. The position peaked at $450K in Q4 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Accelerate Investment Advisors held 701 shares of S&P Global worth $286K as of Q2 2026.
  • Accelerate Investment Advisors sold 194 S&P Global shares in Q2 2026, an estimated $81.9K.
  • S&P Global made up 0.16% of Accelerate Investment Advisors's portfolio in Q2 2026, its #107 holding.
  • Accelerate Investment Advisors first reported a position in S&P Global in Q3 2024 and has held it in 8 quarters since.
  • Accelerate Investment Advisors's S&P Global position peaked at $450K in Q4 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Accelerate Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.