Fulcrum Asset Management’s S&P Global SPGI Stock Holding History

Fulcrum Asset 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	$2.73M	Buy	7,076 +262	+4%	+$111K	0.27%	92
2026 Q1	$2.85M	Buy	6,814 +625	+10%	+$290K	0.43%	61
2025 Q4	$3.27M	Sell	6,189 -183	-3%	-$90.5K	0.91%	28
2025 Q3	$3.1M	Sell	6,372 -178	-3%	-$95.3K	0.86%	32
2025 Q2	$3.45M	Buy	+6,550	New	+$3.27M	0.99%	30
2022 Q1	–	Hold	0	–	–	–	170
2021 Q4	–	Hold	0	–	–	–	121
2021 Q3	–	Hold	0	–	–	–	122
2021 Q2	–	Hold	0	–	–	–	124
2021 Q1	–	Hold	0	–	–	–	115
2020 Q4	–	Hold	0	–	–	–	138
2020 Q3	–	Sell	-1,157	Closed	-$307K	–	183
2020 Q2	$307K	Buy	+1,157	New	+$348K	0.1%	140

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fulcrum Asset Management's SPGI Position: Q2 2026 in Review

Fulcrum Asset Management increased its S&P Global (SPGI) stake by 3.8% in Q2 2026, buying an estimated $111K and bringing the position to 7,076 shares worth $2.73M. The position accounts for 0.27% of the portfolio, ranked #92.

Fulcrum Asset Management first reported a position in SPGI in Q2 2020 and has held it in 6 quarters since. The position peaked at $3.45M in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Fulcrum Asset Management held 7,076 shares of S&P Global worth $2.73M as of Q2 2026.
Fulcrum Asset Management bought 262 S&P Global shares in Q2 2026, an estimated $111K.
S&P Global made up 0.27% of Fulcrum Asset Management's portfolio in Q2 2026, its #92 holding.
Fulcrum Asset Management first reported a position in S&P Global in Q2 2020 and has held it in 6 quarters since.
Fulcrum Asset Management's S&P Global position peaked at $3.45M in Q2 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.