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Annis Gardner Whiting Capital Advisors’s S&P Global SPGI Stock Holding History

Annis Gardner Whiting Capital 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
-370
Closed -$157K – 1113
2026
Q1 		$157K Buy
370
+67
+22% +$31.1K 0.03% 350
2025
Q4 		$158K Sell
303
-14
-4% -$6.93K 0.03% 325
2025
Q3 		$154K Buy
317
+5
+2% +$2.68K 0.03% 302
2025
Q2 		$165K Buy
312
+17
+6% +$8.48K 0.06% 232
2025
Q1 		$150K Buy
295
+17
+6% +$8.69K 0.06% 214
2024
Q4 		$138K Sell
278
-2
-0.7% -$1.01K 0.04% 238
2024
Q3 		$145K Sell
280
-176
-39% -$87.1K 0.04% 242
2024
Q2 		$203K Buy
456
+37
+9% +$15.9K 0.06% 213
2024
Q1 		$178K Buy
419
+186
+80% +$80.6K 0.06% 198
2023
Q4 		$103K Hold
233
– – 0.05% 216
2023
Q3 		$85.1K Buy
+233
New +$91.6K 0.05% 228

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

Annis Gardner Whiting Capital Advisors's SPGI Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 370 shares — an estimated $157K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SPGI in Q3 2023 and held it in 11 quarters. The position peaked at $203K in Q2 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 370 S&P Global shares in Q2 2026, an estimated $157K.
  • Annis Gardner Whiting Capital Advisors first reported a position in S&P Global in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's S&P Global position peaked at $203K in Q2 2024.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.