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Aspiriant LLC’s S&P Global SPGI Stock Holding History

Aspiriant LLC’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 		$444K Buy
1,091
+219
+25% +$92.5K 0.01% 264
2026
Q1 		$371K Buy
+872
New +$405K 0.01% 251
2025
Q3 		– Sell
-422
Closed -$223K – 318
2025
Q2 		$223K Sell
422
-65
-13% -$32.4K 0.01% 292
2025
Q1 		$247K Sell
487
-3
-0.6% -$1.53K 0.01% 262
2024
Q4 		$244K Buy
490
+96
+24% +$48.7K 0.01% 259
2024
Q3 		$204K Buy
+394
New +$195K 0.01% 284
2024
Q2 		– Sell
-934
Closed -$397K – 323
2024
Q1 		$397K Buy
934
+30
+3% +$13K 0.02% 219
2023
Q4 		$398K Buy
+904
New +$357K 0.02% 212
2020
Q2 		– Sell
-1,199
Closed -$295K – 195
2020
Q1 		$295K Buy
+1,199
New +$329K 0.03% 159

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

Aspiriant LLC's SPGI Position: Q2 2026 in Review

Aspiriant LLC increased its S&P Global (SPGI) stake by 25% in Q2 2026, buying an estimated $92.5K and bringing the position to 1,091 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #264.

Aspiriant LLC first reported a position in SPGI in Q1 2020 and has held it in 9 quarters since. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Aspiriant LLC held 1,091 shares of S&P Global worth $444K as of Q2 2026.
  • Aspiriant LLC bought 219 S&P Global shares in Q2 2026, an estimated $92.5K.
  • S&P Global made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #264 holding.
  • Aspiriant LLC first reported a position in S&P Global in Q1 2020 and has held it in 9 quarters since.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.