Boyd Watterson Asset Management’s S&P Global SPGI Stock Holding History

Boyd Watterson Asset Management’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	$26.1K	Hold	64	–	–	0.01%	228
2026 Q1	$27.2K	Hold	64	–	–	0.01%	228
2025 Q4	$33.4K	Hold	64	–	–	0.01%	217
2025 Q3	$31.1K	Sell	64 -159	-71%	-$85.1K	0.01%	217
2025 Q2	$118K	Hold	223	–	–	0.04%	149
2025 Q1	$113K	Sell	223 -10	-4%	-$5.11K	0.04%	148
2024 Q4	$116K	Hold	233	–	–	0.03%	150
2024 Q3	$120K	Sell	233 -41	-15%	-$20.3K	0.03%	144
2024 Q2	$122K	Sell	274 -25	-8%	-$10.7K	0.03%	135
2024 Q1	$127K	Sell	299 -25	-8%	-$10.8K	0.05%	134
2023 Q4	$143K	Hold	324	–	–	0.06%	137
2023 Q3	$118K	Hold	324	–	–	0.05%	136
2023 Q2	$130K	Hold	324	–	–	0.05%	139
2023 Q1	$112K	Hold	324	–	–	0.05%	147
2022 Q4	$109K	Buy	+324	New	+$107K	0.04%	151

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

Boyd Watterson Asset Management's SPGI Position: Q2 2026 in Review

Boyd Watterson Asset Management held its S&P Global (SPGI) position steady in Q2 2026 at 64 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #228.

Boyd Watterson Asset Management first reported a position in SPGI in Q4 2022 and has held it in 15 quarters since. The position peaked at $143K in Q4 2023. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Boyd Watterson Asset Management held 64 shares of S&P Global worth $26.1K as of Q2 2026.
Boyd Watterson Asset Management left its S&P Global share count unchanged in Q2 2026.
S&P Global made up 0.01% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #228 holding.
Boyd Watterson Asset Management first reported a position in S&P Global in Q4 2022 and has held it in 15 quarters since.
Boyd Watterson Asset Management's S&P Global position peaked at $143K in Q4 2023.
2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.