Boit C.F. David’s S&P Global SPGI Stock Holding History

Boit C.F. David’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	$957K	Buy	2,350 +300	+15%	+$127K	0.4%	50
2026 Q1	$872K	Buy	2,050 +1,350	+193%	+$627K	0.39%	49
2025 Q4	$379K	Hold	700	–	–	0.16%	72
2025 Q3	$341K	Hold	700	–	–	0.15%	74
2025 Q2	$369K	Hold	700	–	–	0.18%	70
2025 Q1	$356K	Hold	700	–	–	0.18%	71
2024 Q4	$349K	Hold	700	–	–	0.14%	72
2024 Q3	$360K	Hold	700	–	–	0.18%	73
2024 Q2	$312K	Hold	700	–	–	0.16%	74
2024 Q1	$291K	Hold	700	–	–	0.16%	72
2023 Q4	$301K	Buy	+700	New	+$276K	0.17%	73

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

Boit C.F. David's SPGI Position: Q2 2026 in Review

Boit C.F. David increased its S&P Global (SPGI) stake by 15% in Q2 2026, buying an estimated $127K and bringing the position to 2,350 shares worth $957K. The position accounts for 0.4% of the portfolio, ranked #50.

Boit C.F. David first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Boit C.F. David held 2,350 shares of S&P Global worth $957K as of Q2 2026.
Boit C.F. David bought 300 S&P Global shares in Q2 2026, an estimated $127K.
S&P Global made up 0.4% of Boit C.F. David's portfolio in Q2 2026, its #50 holding.
Boit C.F. David first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Boit C.F. David's 13F filing for Q2 2026, filed 30 Jul 2026.