FC
SPGI icon

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

Forte 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
2025
Q2 		$932K Buy
1,768
+58
+3% +$28.9K 0.1% 125
2025
Q1 		$869K Sell
1,710
-162
-9% -$82.8K 0.1% 125
2024
Q4 		$932K Sell
1,872
-77
-4% -$39.1K 0.1% 118
2024
Q3 		$1.01M Sell
1,949
-208
-10% -$103K 0.11% 116
2024
Q2 		$962K Buy
2,157
+14
+0.7% +$6.01K 0.12% 110
2024
Q1 		$912K Buy
2,143
+198
+10% +$85.8K 0.11% 109
2023
Q4 		$857K Buy
1,945
+237
+14% +$93.5K 0.12% 112
2023
Q3 		$624K Buy
1,708
+369
+28% +$145K 0.1% 116
2023
Q2 		$537K Sell
1,339
-13
-1% -$4.75K 0.08% 131
2023
Q1 		$466K Buy
1,352
+8
+0.6% +$2.81K 0.07% 141
2022
Q4 		$450K Buy
1,344
+63
+5% +$20.8K 0.08% 139
2022
Q3 		$391K Hold
1,281
– – 0.07% 140
2022
Q2 		$432K Sell
1,281
-5
-0.4% -$1.78K 0.08% 137
2022
Q1 		$607K Hold
1,286
– – 0.08% 140
2021
Q4 		$607K Sell
1,286
-129
-9% -$59K 0.08% 140
2021
Q3 		$601K Buy
1,415
+4
+0.3% +$1.73K 0.08% 137
2021
Q2 		$579K Buy
1,411
+133
+10% +$51.1K 0.08% 136
2021
Q1 		$451K Buy
1,278
+119
+10% +$39.6K 0.07% 149
2020
Q4 		$381K Sell
1,159
-39
-3% -$13.2K 0.06% 155
2020
Q3 		$432K Buy
1,198
+489
+69% +$173K 0.08% 133
2020
Q2 		$234K Buy
+709
New +$213K 0.05% 161
2018
Q1 		– Sell
-1,453
Closed -$246K – 149
2017
Q4 		$246K Sell
1,453
-31
-2% -$5.06K 0.07% 146
2017
Q3 		$232K Hold
1,484
– – 0.07% 148
2017
Q2 		$217K Buy
+1,484
New +$206K 0.07% 151

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Forte Capital's SPGI Position: Q2 2025 in Review

Forte Capital increased its S&P Global (SPGI) stake by 3.4% in Q2 2025, buying an estimated $28.9K and bringing the position to 1,768 shares worth $932K. The position accounts for 0.1% of the portfolio, ranked #125.

Forte Capital first reported a position in SPGI in Q2 2017 and has held it in 24 quarters since. The position peaked at $1.01M in Q3 2024. 2,067 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • Forte Capital held 1,768 shares of S&P Global worth $932K as of Q2 2025.
  • Forte Capital bought 58 S&P Global shares in Q2 2025, an estimated $28.9K.
  • S&P Global made up 0.1% of Forte Capital's portfolio in Q2 2025, its #125 holding.
  • Forte Capital first reported a position in S&P Global in Q2 2017 and has held it in 24 quarters since.
  • Forte Capital's S&P Global position peaked at $1.01M in Q3 2024.
  • 2,067 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.