Arax Advisory Partners’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.65M Buy
16,340
+9,673
+145% +$4.08M 0.04% 409
2026
Q1
$2.83M Sell
6,667
-1,152
-15% -$535K 0.08% 197
2025
Q4
$4.09M Sell
7,819
-4,499
-37% -$2.23M 0.12% 143
2025
Q3
$6M Buy
12,318
+5,649
+85% +$3.02M 0.09% 190
2025
Q2
$3.52M Buy
6,669
+541
+9% +$270K 0.16% 104
2025
Q1
$3.11M Sell
6,128
-2,468
-29% -$1.26M 0.2% 86
2024
Q4
$4.28M Buy
8,596
+757
+10% +$384K 0.27% 60
2024
Q3
$4.05M Sell
7,839
-412
-5% -$204K 0.36% 43
2024
Q2
$3.68M Buy
8,251
+941
+13% +$404K 0.36% 44
2024
Q1
$3.11M Buy
7,310
+22
+0.3% +$9.54K 0.33% 48
2023
Q4
$3.21M Buy
7,288
+178
+3% +$70.2K 0.36% 49
2023
Q3
$2.6M Buy
7,110
+2,269
+47% +$892K 0.32% 54
2023
Q2
$1.94M Sell
4,841
-20
-0.4% -$7.31K 0.25% 54
2023
Q1
$1.68M Buy
4,861
+101
+2% +$35.5K 0.22% 53
2022
Q4
$1.59M Buy
4,760
+49
+1% +$16.2K 0.22% 54
2022
Q3
$1.44M Sell
4,711
-29
-0.6% -$10.4K 0.23% 50
2022
Q2
$1.6M Buy
4,740
+128
+3% +$45.6K 0.24% 51
2022
Q1
$1.89M Buy
4,612
+2,759
+149% +$1.12M 0.25% 56
2021
Q4
$874K Buy
1,853
+33
+2% +$15.1K 0.11% 78
2021
Q3
$773K Sell
1,820
-14
-0.8% -$6.07K 0.11% 80
2021
Q2
$753K Buy
+1,834
New +$705K 0.1% 81
2020
Q4
$579K Buy
1,761
+49
+3% +$16.5K 0.09% 79
2020
Q3
$617K Buy
1,712
+77
+5% +$27.2K 0.1% 75
2020
Q2
$539K Buy
1,635
+797
+95% +$240K 0.1% 80
2020
Q1
$205K Sell
838
-145
-15% -$39.8K 0.05% 146
2019
Q4
$268K Sell
983
-200
-17% -$52K 0.08% 116
2019
Q3
$290K Buy
1,183
+2
+0.2% +$500 0.09% 103
2019
Q2
$269K Buy
+1,181
New +$258K 0.09% 111
2018
Q4
$61K Buy
358
+34
+10% +$6.09K 0.02% 248
2018
Q3
$63K Sell
324
-140
-30% -$28.9K 0.03% 258
2018
Q2
$94K Buy
464
+119
+34% +$23.5K 0.04% 163
2018
Q1
$66K Buy
345
+14
+4% +$2.58K 0.03% 180
2017
Q4
$56K Hold
331
0.02% 205
2017
Q3
$51K Buy
331
+6
+2% +$912 0.02% 214
2017
Q2
$47K Buy
325
+1
+0.3% +$139 0.02% 234
2017
Q1
$42K Buy
324
+1
+0.3% +$124 0.02% 222
2016
Q4
$35K Buy
+323
New +$38.6K 0.02% 205

Other funds holding SPGI

Arax Advisory Partners's SPGI Position: Q2 2026 in Review

Arax Advisory Partners increased its S&P Global (SPGI) stake by 145% in Q2 2026, buying an estimated $4.08M and bringing the position to 16,340 shares worth $6.65M. The position accounts for 0.04% of the portfolio, ranked #409.

Arax Advisory Partners first reported a position in SPGI in Q4 2016 and has held it in 37 quarters since. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Arax Advisory Partners held 16,340 shares of S&P Global worth $6.65M as of Q2 2026.
  • Arax Advisory Partners bought 9,673 S&P Global shares in Q2 2026, an estimated $4.08M.
  • S&P Global made up 0.04% of Arax Advisory Partners's portfolio in Q2 2026, its #409 holding.
  • Arax Advisory Partners first reported a position in S&P Global in Q4 2016 and has held it in 37 quarters since.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.