DOA
SPGI icon

D'Orazio & Associates’s S&P Global SPGI Stock Holding History

D'Orazio & 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 		$307K Buy
753
+34
+5% +$14.4K 0.04% 215
2026
Q1 		$306K Sell
719
-125
-15% -$58K 0.04% 193
2025
Q4 		$441K Sell
844
-1
-0.1% -$495 0.06% 132
2025
Q3 		$411K Buy
845
+66
+8% +$35.3K 0.05% 134
2025
Q2 		$411K Sell
779
-15
-2% -$7.49K 0.06% 125
2025
Q1 		$403K Buy
794
+102
+15% +$52.1K 0.06% 122
2024
Q4 		$345K Sell
692
-16
-2% -$8.12K 0.05% 129
2024
Q3 		$366K Buy
708
+33
+5% +$16.3K 0.05% 120
2024
Q2 		$301K Buy
675
+80
+13% +$34.3K 0.05% 130
2024
Q1 		$253K Buy
595
+112
+23% +$48.5K 0.04% 144
2023
Q4 		$213K Sell
483
-84
-15% -$33.1K 0.04% 155
2023
Q3 		$207K Buy
+567
New +$223K 0.05% 132
2021
Q4 		– Sell
-181
Closed -$77K – 618
2021
Q3 		$77K Buy
181
+156
+624% +$67.6K 0.02% 155
2021
Q2 		$10K Hold
25
– – ﹤0.01% 305
2021
Q1 		$9K Buy
+25
New +$8.32K ﹤0.01% 294

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 $3.37T AUM 44.26% 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

D'Orazio & Associates's SPGI Position: Q2 2026 in Review

D'Orazio & Associates increased its S&P Global (SPGI) stake by 4.7% in Q2 2026, buying an estimated $14.4K and bringing the position to 753 shares worth $307K. The position accounts for 0.04% of the portfolio, ranked #215.

D'Orazio & Associates first reported a position in SPGI in Q1 2021 and has held it in 15 quarters since. The position peaked at $441K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • D'Orazio & Associates held 753 shares of S&P Global worth $307K as of Q2 2026.
  • D'Orazio & Associates bought 34 S&P Global shares in Q2 2026, an estimated $14.4K.
  • S&P Global made up 0.04% of D'Orazio & Associates's portfolio in Q2 2026, its #215 holding.
  • D'Orazio & Associates first reported a position in S&P Global in Q1 2021 and has held it in 15 quarters since.
  • D'Orazio & Associates's S&P Global position peaked at $441K in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.