Annandale Capital’s S&P Global SPGI Stock Holding History

Annandale Capital’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	$1.54M	Hold	3,777	–	–	0.21%	66
2026 Q1	$1.61M	Buy	+3,777	New	+$1.75M	0.23%	63
2022 Q3	–	Sell	-1,716	Closed	-$578K	–	158
2022 Q2	$578K	Buy	1,716 +803	+88%	+$286K	0.23%	73
2022 Q1	$374K	Buy	913 +11	+1%	+$4.48K	0.15%	85
2021 Q4	$426K	Hold	902	–	–	0.19%	79
2021 Q3	$383K	Hold	902	–	–	0.23%	62
2021 Q2	$370K	Hold	902	–	–	0.22%	67
2021 Q1	$318K	Buy	+902	New	+$300K	0.23%	55

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 $3.38T AUM 44.17% 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

Annandale Capital's SPGI Position: Q2 2026 in Review

Annandale Capital held its S&P Global (SPGI) position steady in Q2 2026 at 3,777 shares worth $1.54M. The position accounts for 0.21% of the portfolio, ranked #66.

Annandale Capital first reported a position in SPGI in Q1 2021 and has held it in 8 quarters since. The position peaked at $1.61M in Q1 2026. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Annandale Capital held 3,777 shares of S&P Global worth $1.54M as of Q2 2026.
Annandale Capital left its S&P Global share count unchanged in Q2 2026.
S&P Global made up 0.21% of Annandale Capital's portfolio in Q2 2026, its #66 holding.
Annandale Capital first reported a position in S&P Global in Q1 2021 and has held it in 8 quarters since.
Annandale Capital's S&P Global position peaked at $1.61M in Q1 2026.
2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Annandale Capital's 13F filing for Q2 2026, filed 13 Aug 2026.