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Fortis Capital Management’s S&P Global SPGI Stock Holding History

Fortis Capital Management’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 		$616K Sell
1,513
-48
-3% -$20.3K 0.07% 123
2026
Q1 		$664K Sell
1,561
-96
-6% -$44.6K 0.07% 114
2025
Q4 		$866K Sell
1,657
-40
-2% -$19.8K 0.11% 87
2025
Q3 		$826K Buy
1,697
+24
+1% +$12.9K 0.12% 84
2025
Q2 		$882K Buy
1,673
+187
+13% +$93.3K 0.14% 80
2025
Q1 		$755K Sell
1,486
-13
-0.9% -$6.64K 0.15% 79
2024
Q4 		$747K Sell
1,499
-748
-33% -$380K 0.14% 83
2024
Q3 		$1.16M Buy
2,247
+297
+15% +$147K 0.23% 70
2024
Q2 		$870K Sell
1,950
-7,459
-79% -$3.2M 0.19% 77
2024
Q1 		$4M Buy
9,409
+888
+10% +$385K 1.05% 19
2023
Q4 		$3.75M Buy
8,521
+5,446
+177% +$2.15M 0.96% 19
2023
Q3 		$1.12M Buy
3,075
+332
+12% +$131K 0.35% 64
2023
Q2 		$1.1M Buy
2,743
+181
+7% +$66.1K 0.39% 45
2023
Q1 		$883K Buy
2,562
+383
+18% +$135K 0.36% 53
2022
Q4 		$730K Sell
2,179
-65
-3% -$21.4K 0.54% 44
2022
Q3 		$685K Sell
2,244
-8
-0.4% -$2.86K 0.58% 51
2022
Q2 		$759K Sell
2,252
-9,874
-81% -$3.52M 0.75% 37
2022
Q1 		$4.97M Buy
12,126
+168
+1% +$68.4K 2.54% 9
2021
Q4 		$5.64M Buy
11,958
+5,676
+90% +$2.6M 2.92% 9
2021
Q3 		$2.67M Sell
6,282
-831
-12% -$360K 1.42% 16
2021
Q2 		$2.92M Buy
7,113
+499
+8% +$192K 1.48% 17
2021
Q1 		$2.33M Buy
6,614
+495
+8% +$165K 1.35% 13
2020
Q4 		$2.01M Buy
+6,119
New +$2.06M 1.53% 31
2020
Q1 		– Sell
-3,800
Closed -$1.04M – 69
2019
Q4 		$1.04M Buy
+3,800
New +$987K 0.92% 54

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

Fortis Capital Management's SPGI Position: Q2 2026 in Review

Fortis Capital Management reduced its S&P Global (SPGI) stake by 3.1% in Q2 2026, selling an estimated $20.3K and leaving 1,513 shares worth $616K. The position accounts for 0.07% of the portfolio, ranked #123.

Fortis Capital Management first reported a position in SPGI in Q4 2019 and has held it in 24 quarters since. The position peaked at $5.64M in Q4 2021. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Fortis Capital Management held 1,513 shares of S&P Global worth $616K as of Q2 2026.
  • Fortis Capital Management sold 48 S&P Global shares in Q2 2026, an estimated $20.3K.
  • S&P Global made up 0.07% of Fortis Capital Management's portfolio in Q2 2026, its #123 holding.
  • Fortis Capital Management first reported a position in S&P Global in Q4 2019 and has held it in 24 quarters since.
  • Fortis Capital Management's S&P Global position peaked at $5.64M in Q4 2021.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.