FFO
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Fortitude Family Office’s S&P Global SPGI Stock Holding History

Fortitude Family Office’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 		$29.7K Buy
73
+14
+24% +$5.91K 0.01% 410
2026
Q1 		$25.1K Buy
59
+9
+18% +$4.18K 0.01% 380
2025
Q4 		$26.1K Sell
50
-77
-61% -$38.1K 0.01% 346
2025
Q3 		$61.8K Hold
127
– – 0.02% 223
2025
Q2 		$67K Hold
127
– – 0.02% 206
2025
Q1 		$64.5K Sell
127
-32
-20% -$16.4K 0.02% 192
2024
Q4 		$79.2K Hold
159
– – 0.03% 201
2024
Q3 		$82.1K Buy
159
+77
+94% +$38.1K 0.03% 178
2024
Q2 		$36.6K Hold
82
– – 0.02% 216
2024
Q1 		$34.9K Sell
82
-15
-15% -$6.5K 0.02% 192
2023
Q4 		$42.7K Buy
+97
New +$38.3K 0.03% 190

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

Fortitude Family Office's SPGI Position: Q2 2026 in Review

Fortitude Family Office increased its S&P Global (SPGI) stake by 24% in Q2 2026, buying an estimated $5.91K and bringing the position to 73 shares worth $29.7K. The position accounts for 0.01% of the portfolio, ranked #410.

Fortitude Family Office first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $82.1K in Q3 2024. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Fortitude Family Office held 73 shares of S&P Global worth $29.7K as of Q2 2026.
  • Fortitude Family Office bought 14 S&P Global shares in Q2 2026, an estimated $5.91K.
  • S&P Global made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #410 holding.
  • Fortitude Family Office first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's S&P Global position peaked at $82.1K in Q3 2024.
  • 2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.