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American Trust’s S&P Global SPGI Stock Holding History

American Trust’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 		$1.34M Sell
3,287
-350
-10% -$148K 0.1% 97
2026
Q1 		$1.55M Sell
3,637
-19
-0.5% -$8.82K 0.14% 84
2025
Q4 		$1.91M Sell
3,656
-73
-2% -$36.1K 0.16% 82
2025
Q3 		$1.81M Sell
3,729
-11
-0.3% -$5.89K 0.15% 89
2025
Q2 		$1.97M Buy
3,740
+727
+24% +$363K 0.19% 80
2025
Q1 		$1.53M Buy
3,013
+401
+15% +$205K 0.38% 62
2024
Q4 		$1.3M Buy
2,612
+94
+4% +$47.7K 0.1% 107
2024
Q3 		$1.3M Buy
2,518
+1,089
+76% +$539K 0.11% 87
2024
Q2 		$637K Buy
+1,429
New +$613K 0.05% 111
2022
Q3 		– Sell
-1,394
Closed -$470K – 470
2022
Q2 		$470K Buy
+1,394
New +$497K 0.04% 222

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

American Trust's SPGI Position: Q2 2026 in Review

American Trust reduced its S&P Global (SPGI) stake by 9.6% in Q2 2026, selling an estimated $148K and leaving 3,287 shares worth $1.34M. The position accounts for 0.1% of the portfolio, ranked #97.

American Trust first reported a position in SPGI in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.97M in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • American Trust held 3,287 shares of S&P Global worth $1.34M as of Q2 2026.
  • American Trust sold 350 S&P Global shares in Q2 2026, an estimated $148K.
  • S&P Global made up 0.1% of American Trust's portfolio in Q2 2026, its #97 holding.
  • American Trust first reported a position in S&P Global in Q2 2022 and has held it in 10 quarters since.
  • American Trust's S&P Global position peaked at $1.97M in Q2 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.