Auxier Asset Management’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
$305K Buy
+750
New +$317K 0.04% 164
2025
Q3
Sell
-397
Closed -$209K 178
2025
Q2
$209K Hold
397
0.03% 167
2025
Q1
$202K Buy
+397
New +$203K 0.03% 167
2024
Q4
Sell
-399
Closed -$206K 176
2024
Q3
$206K Buy
+399
New +$197K 0.03% 170

Other funds holding SPGI

Auxier Asset Management's SPGI Position: Q2 2026 in Review

Auxier Asset Management opened a new position in S&P Global (SPGI) in Q2 2026: 750 shares worth $305K. The stake represents 0.04% of the portfolio and ranks #164 among its holdings. This is a return to the name: Auxier Asset Management previously reported a position in SPGI as recently as Q2 2025.

Auxier Asset Management first reported a position in SPGI in Q3 2024 and has held it in 4 quarters since. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Auxier Asset Management held 750 shares of S&P Global worth $305K as of Q2 2026.
  • S&P Global was a new Auxier Asset Management position in Q2 2026.
  • S&P Global made up 0.04% of Auxier Asset Management's portfolio in Q2 2026, its #164 holding.
  • Auxier Asset Management first reported a position in S&P Global in Q3 2024 and has held it in 4 quarters since.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Auxier Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.