Catalyst Funds Management’s S&P Global SPGI Stock Holding History

Catalyst Funds 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	$1.59M	Sell	3,900 -1,085	-22%	-$458K	0.09%	219
2026 Q1	$2.12M	Buy	4,985 +4,025	+419%	+$1.87M	0.36%	72
2025 Q4	$502K	Sell	960 -540	-36%	-$267K	0.12%	175
2025 Q3	$730K	Buy	+1,500	New	+$803K	0.11%	182
2025 Q2	–	Sell	-960	Closed	-$488K	–	680
2025 Q1	$488K	Sell	960 -240	-20%	-$123K	0.13%	190
2024 Q4	$598K	Hold	1,200	–	–	0.15%	139
2024 Q3	$620K	Buy	1,200 +900	+300%	+$445K	0.14%	112
2024 Q2	$134K	Sell	300 -1,600	-84%	-$686K	0.04%	247
2024 Q1	$808K	Buy	+1,900	New	+$824K	0.23%	98

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

Catalyst Funds Management's SPGI Position: Q2 2026 in Review

Catalyst Funds Management reduced its S&P Global (SPGI) stake by 22% in Q2 2026, selling an estimated $458K and leaving 3,900 shares worth $1.59M. The position accounts for 0.09% of the portfolio, ranked #219.

Catalyst Funds Management first reported a position in SPGI in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.12M in Q1 2026. 2,014 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Catalyst Funds Management held 3,900 shares of S&P Global worth $1.59M as of Q2 2026.
Catalyst Funds Management sold 1,085 S&P Global shares in Q2 2026, an estimated $458K.
S&P Global made up 0.09% of Catalyst Funds Management's portfolio in Q2 2026, its #219 holding.
Catalyst Funds Management first reported a position in S&P Global in Q1 2024 and has held it in 9 quarters since.
Catalyst Funds Management's S&P Global position peaked at $2.12M in Q1 2026.
2,014 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.