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AXS Investments’s S&P Global SPGI Stock Holding History

AXS Investments’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
-624
Closed -$265K – 204
2026
Q1 		$265K Sell
624
-90
-13% -$41.8K 0.11% 109
2025
Q4 		$373K Buy
714
+252
+55% +$125K 0.13% 108
2025
Q3 		$225K Sell
462
-250
-35% -$134K 0.07% 126
2025
Q2 		$375K Sell
712
-2,885
-80% -$1.44M 0.15% 125
2025
Q1 		$1.83M Sell
3,597
-117
-3% -$59.8K 0.51% 52
2024
Q4 		$1.85M Buy
3,714
+119
+3% +$60.4K 0.52% 53
2024
Q3 		$1.86M Sell
3,595
-876
-20% -$434K 0.49% 60
2024
Q2 		$1.99M Sell
4,471
-38
-0.8% -$16.3K 0.56% 39
2024
Q1 		$1.92M Sell
4,509
-9
-0.2% -$3.9K 0.46% 62
2023
Q4 		$1.99M Sell
4,518
-310
-6% -$122K 0.48% 60
2023
Q3 		$1.76M Sell
4,828
-1,522
-24% -$598K 0.46% 64
2023
Q2 		$2.55M Buy
6,350
+1,343
+27% +$491K 0.68% 27
2023
Q1 		$1.73M Buy
5,007
+51
+1% +$17.9K 0.57% 36
2022
Q4 		$1.66M Buy
4,956
+60
+1% +$19.8K 0.59% 38
2022
Q3 		$1.5M Sell
4,896
-295
-6% -$106K 0.58% 39
2022
Q2 		$1.75M Buy
5,191
+2,841
+121% +$1.01M 0.62% 34
2022
Q1 		$964K Sell
2,350
-3,019
-56% -$1.23M 0.38% 65
2021
Q4 		$2.53M Buy
+5,369
New +$2.46M 0.6% 53

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 $3.38T AUM 44.17% 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

AXS Investments's SPGI Position: Q2 2026 in Review

AXS Investments sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 624 shares — an estimated $265K sold.

AXS Investments first reported a position in SPGI in Q4 2021 and held it in 18 quarters. The position peaked at $2.55M in Q2 2023. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • AXS Investments reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • AXS Investments sold 624 S&P Global shares in Q2 2026, an estimated $265K.
  • AXS Investments first reported a position in S&P Global in Q4 2021 and held it in 18 quarters.
  • AXS Investments's S&P Global position peaked at $2.55M in Q2 2023.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.