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Five Oceans Advisors’s S&P Global SPGI Stock Holding History

Five Oceans 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 		– Sell
-487
Closed -$207K – 213
2026
Q1 		$207K Sell
487
-9
-2% -$4.18K 0.07% 182
2025
Q4 		$259K Buy
496
+2
+0.4% +$990 0.09% 139
2025
Q3 		$240K Sell
494
-29
-6% -$15.5K 0.09% 155
2025
Q2 		$276K Buy
523
+3
+0.6% +$1.5K 0.12% 131
2025
Q1 		$264K Buy
520
+3
+0.6% +$1.53K 0.13% 121
2024
Q4 		$257K Sell
517
-20
-4% -$10.1K 0.12% 121
2024
Q3 		$277K Buy
537
+25
+5% +$12.4K 0.13% 130
2024
Q2 		$228K Sell
512
-5
-1% -$2.15K 0.12% 144
2024
Q1 		$220K Hold
517
– – 0.11% 167
2023
Q4 		$228K Buy
+517
New +$204K 0.13% 145
2023
Q3 		– Sell
-518
Closed -$208K – 158
2023
Q2 		$208K Buy
+518
New +$189K 0.13% 139
2022
Q2 		– Sell
-516
Closed -$212K – 142
2022
Q1 		$212K Buy
+516
New +$210K 0.19% 106

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

Five Oceans Advisors's SPGI Position: Q2 2026 in Review

Five Oceans Advisors sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 487 shares — an estimated $207K sold.

Five Oceans Advisors first reported a position in SPGI in Q1 2022 and held it in 12 quarters. The position peaked at $277K in Q3 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Five Oceans Advisors reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Five Oceans Advisors sold 487 S&P Global shares in Q2 2026, an estimated $207K.
  • Five Oceans Advisors first reported a position in S&P Global in Q1 2022 and held it in 12 quarters.
  • Five Oceans Advisors's S&P Global position peaked at $277K in Q3 2024.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.