Alaethes Wealth’s S&P Global SPGI Stock Holding History

Alaethes Wealth’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	-4,598	Closed	-$1.96M	–	122
2026 Q1	$1.96M	Sell	4,598 -1	-0%	-$464	0.56%	56
2025 Q4	$2.4M	Sell	4,599 -32	-0.7%	-$15.8K	0.68%	43
2025 Q3	$2.25M	Buy	4,631 +270	+6%	+$145K	0.64%	47
2025 Q2	$2.3M	Buy	4,361 +161	+4%	+$80.4K	0.69%	47
2025 Q1	$2.13M	Buy	4,200 +126	+3%	+$64.4K	0.78%	43
2024 Q4	$2.03M	Buy	+4,074	New	+$2.07M	0.73%	45

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

Alaethes Wealth's SPGI Position: Q2 2026 in Review

Alaethes Wealth sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 4,598 shares — an estimated $1.96M sold.

Alaethes Wealth first reported a position in SPGI in Q4 2024 and held it in 6 quarters. The position peaked at $2.4M in Q4 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Alaethes Wealth reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
Alaethes Wealth sold 4,598 S&P Global shares in Q2 2026, an estimated $1.96M.
Alaethes Wealth first reported a position in S&P Global in Q4 2024 and held it in 6 quarters.
Alaethes Wealth's S&P Global position peaked at $2.4M in Q4 2025.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.