Citrine Capital’s S&P Global SPGI Stock Holding History

Citrine Capital’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	–	Sell	-3,034	Closed	-$1.29M	–	65
2026 Q1	$1.29M	Sell	3,034 -77	-2%	-$35.7K	0.56%	15
2025 Q4	$1.63M	Hold	3,111	–	–	0.75%	14
2025 Q3	$1.51M	Sell	3,111 -40	-1%	-$21.4K	0.7%	15
2025 Q2	$1.66M	Hold	3,151	–	–	0.88%	12
2025 Q1	$1.6M	Hold	3,151	–	–	1%	13
2024 Q4	$1.57M	Buy	+3,151	New	+$1.6M	1.16%	13

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

Citrine Capital's SPGI Position: Q2 2026 in Review

Citrine Capital sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 3,034 shares — an estimated $1.29M sold.

Citrine Capital first reported a position in SPGI in Q4 2024 and held it in 6 quarters. The position peaked at $1.66M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Citrine Capital reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
Citrine Capital sold 3,034 S&P Global shares in Q2 2026, an estimated $1.29M.
Citrine Capital first reported a position in S&P Global in Q4 2024 and held it in 6 quarters.
Citrine Capital's S&P Global position peaked at $1.66M in Q2 2025.
2,005 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Citrine Capital's 13F filing for Q2 2026, filed 23 Jul 2026.