Brooks Moore & Associates’s S&P Global SPGI Stock Holding History

Brooks Moore & Associates’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	$488K	Buy	+1,199	New	+$506K	0.22%	79
2020 Q1	–	Sell	-1,000	Closed	-$273K	–	93
2019 Q4	$273K	Hold	1,000	–	–	0.22%	90
2019 Q3	$245K	Hold	1,000	–	–	0.21%	89
2019 Q2	$228K	Hold	1,000	–	–	0.2%	94
2019 Q1	$211K	Sell	1,000 -300	-23%	-$58.1K	0.19%	88
2018 Q4	$221K	Buy	+1,300	New	+$233K	0.22%	82

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

Brooks Moore & Associates's SPGI Position: Q2 2026 in Review

Brooks Moore & Associates opened a new position in S&P Global (SPGI) in Q2 2026: 1,199 shares worth $488K. The stake represents 0.22% of the portfolio and ranks #79 among its holdings. This is a return to the name: Brooks Moore & Associates previously reported a position in SPGI as recently as Q4 2019.

Brooks Moore & Associates first reported a position in SPGI in Q4 2018 and has held it in 6 quarters since. 2,019 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Brooks Moore & Associates held 1,199 shares of S&P Global worth $488K as of Q2 2026.
S&P Global was a new Brooks Moore & Associates position in Q2 2026.
S&P Global made up 0.22% of Brooks Moore & Associates's portfolio in Q2 2026, its #79 holding.
Brooks Moore & Associates first reported a position in S&P Global in Q4 2018 and has held it in 6 quarters since.
2,019 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Brooks Moore & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.