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

AIMZ 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	–	Sell	-2,932	Closed	-$1.25M	–	156
2026 Q1	$1.25M	Sell	2,932 -40	-1%	-$18.6K	0.39%	68
2025 Q4	$1.55M	Sell	2,972 -24	-0.8%	-$11.9K	0.44%	64
2025 Q3	$1.46M	Hold	2,996	–	–	0.46%	64
2025 Q2	$1.58M	Sell	2,996 -60	-2%	-$29.9K	0.53%	62
2025 Q1	$1.55M	Sell	3,056 -25	-0.8%	-$12.8K	0.54%	60
2024 Q4	$1.53M	Sell	3,081 -41	-1%	-$20.8K	0.53%	59
2024 Q3	$1.61M	Hold	3,122	–	–	0.55%	55
2024 Q2	$1.39M	Hold	3,122	–	–	0.5%	61
2024 Q1	$1.33M	Buy	+3,122	New	+$1.35M	0.5%	59

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

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

AIMZ Investment Advisors sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 2,932 shares — an estimated $1.25M sold.

AIMZ Investment Advisors first reported a position in SPGI in Q1 2024 and held it in 9 quarters. The position peaked at $1.61M in Q3 2024. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

AIMZ Investment Advisors reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
AIMZ Investment Advisors sold 2,932 S&P Global shares in Q2 2026, an estimated $1.25M.
AIMZ Investment Advisors first reported a position in S&P Global in Q1 2024 and held it in 9 quarters.
AIMZ Investment Advisors's S&P Global position peaked at $1.61M in Q3 2024.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on AIMZ Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.