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Concurrent Investment Advisors’s S&P Global SPGI Stock Holding History

Concurrent Investment Advisors’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 		$6.05M Buy
14,848
+463
+3% +$196K 0.05% 386
2026
Q1 		$6.12M Sell
14,385
-620
-4% -$288K 0.07% 312
2025
Q4 		$7.84M Buy
15,005
+4,252
+40% +$2.1M 0.09% 236
2025
Q3 		$5.23M Sell
10,753
-25
-0.2% -$13.4K 0.09% 228
2025
Q2 		$5.68M Buy
10,778
+535
+5% +$267K 0.11% 200
2025
Q1 		$5.2M Buy
10,243
+2,291
+29% +$1.17M 0.13% 178
2024
Q4 		$3.96M Buy
7,952
+685
+9% +$348K 0.11% 197
2024
Q3 		$3.75M Buy
7,267
+58
+0.8% +$28.7K 0.11% 194
2024
Q2 		$3.22M Buy
7,209
+334
+5% +$143K 0.11% 200
2024
Q1 		$2.92M Sell
6,875
-1,678
-20% -$727K 0.12% 182
2023
Q4 		$3.77M Buy
+8,553
New +$3.38M 0.18% 136

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Concurrent Investment Advisors's SPGI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its S&P Global (SPGI) stake by 3.2% in Q2 2026, buying an estimated $196K and bringing the position to 14,848 shares worth $6.05M. The position accounts for 0.05% of the portfolio, ranked #386.

Concurrent Investment Advisors first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.84M in Q4 2025. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Concurrent Investment Advisors held 14,848 shares of S&P Global worth $6.05M as of Q2 2026.
  • Concurrent Investment Advisors bought 463 S&P Global shares in Q2 2026, an estimated $196K.
  • S&P Global made up 0.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #386 holding.
  • Concurrent Investment Advisors first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's S&P Global position peaked at $7.84M in Q4 2025.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.