Biltmore Family Office’s S&P Global SPGI Stock Holding History

Biltmore Family Office’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	$343K	Buy	841 +7	+0.8%	+$2.96K	0.05%	195
2026 Q1	$355K	Buy	834 +8	+1%	+$3.71K	0.05%	187
2025 Q4	$432K	Hold	826	–	–	0.06%	162
2025 Q3	$402K	Buy	826 +57	+7%	+$30.5K	0.06%	157
2025 Q2	$405K	Buy	769 +1	+0.1%	+$499	0.07%	144
2025 Q1	$390K	Sell	768 -35	-4%	-$17.9K	0.07%	152
2024 Q4	$400K	Buy	803 +66	+9%	+$33.5K	0.07%	141
2024 Q3	$381K	Buy	737 +45	+7%	+$22.3K	0.07%	151
2024 Q2	$309K	Hold	692	–	–	0.06%	153
2024 Q1	$294K	Hold	692	–	–	0.06%	156
2023 Q4	$305K	Hold	692	–	–	0.06%	150
2023 Q3	$253K	Buy	692 +154	+29%	+$60.5K	0.06%	163
2023 Q2	$216K	Sell	538 -139	-21%	-$50.8K	0.05%	171
2023 Q1	$233K	Buy	677 +8	+1%	+$2.81K	0.05%	204
2022 Q4	$224K	Buy	+669	New	+$221K	0.05%	201
2022 Q2	–	Sell	-563	Closed	-$231K	–	218
2022 Q1	$231K	Buy	+563	New	+$229K	0.05%	164

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Biltmore Family Office's SPGI Position: Q2 2026 in Review

Biltmore Family Office increased its S&P Global (SPGI) stake by 0.84% in Q2 2026, buying an estimated $2.96K and bringing the position to 841 shares worth $343K. The position accounts for 0.05% of the portfolio, ranked #195.

Biltmore Family Office first reported a position in SPGI in Q1 2022 and has held it in 16 quarters since. The position peaked at $432K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Biltmore Family Office held 841 shares of S&P Global worth $343K as of Q2 2026.
Biltmore Family Office bought 7 S&P Global shares in Q2 2026, an estimated $2.96K.
S&P Global made up 0.05% of Biltmore Family Office's portfolio in Q2 2026, its #195 holding.
Biltmore Family Office first reported a position in S&P Global in Q1 2022 and has held it in 16 quarters since.
Biltmore Family Office's S&P Global position peaked at $432K in Q4 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.