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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return