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Atlas Legacy Advisors’s S&P Global SPGI Stock Holding History

Atlas Legacy 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
-1,128
Closed -$480K – 222
2026
Q1 		$480K Sell
1,128
-325
-22% -$151K 0.09% 134
2025
Q4 		$758K Buy
1,453
+348
+31% +$172K 0.13% 108
2025
Q3 		$538K Buy
1,105
+136
+14% +$72.8K 0.1% 125
2025
Q2 		$511K Sell
969
-103
-10% -$51.4K 0.11% 115
2025
Q1 		$545K Buy
1,072
+4
+0.4% +$2.04K 0.14% 103
2024
Q4 		$532K Buy
+1,068
New +$542K 0.13% 99

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

Atlas Legacy Advisors's SPGI Position: Q2 2026 in Review

Atlas Legacy Advisors sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 1,128 shares — an estimated $480K sold.

Atlas Legacy Advisors first reported a position in SPGI in Q4 2024 and held it in 6 quarters. The position peaked at $758K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Atlas Legacy Advisors reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Atlas Legacy Advisors sold 1,128 S&P Global shares in Q2 2026, an estimated $480K.
  • Atlas Legacy Advisors first reported a position in S&P Global in Q4 2024 and held it in 6 quarters.
  • Atlas Legacy Advisors's S&P Global position peaked at $758K in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.