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

Fulcrum 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
2026
Q2 		$10M Sell
24,600
-707
-3% -$299K 2.03% 14
2026
Q1 		$10.8M Buy
25,307
+3,581
+16% +$1.66M 2.34% 16
2025
Q4 		$11.4M Buy
21,726
+999
+5% +$494K 2.28% 15
2025
Q3 		$10.1M Sell
20,727
-252
-1% -$135K 2.07% 17
2025
Q2 		$11.1M Buy
20,979
+33
+0.2% +$16.5K 2.34% 14
2025
Q1 		$10.6M Sell
20,946
-279
-1% -$143K 2.36% 14
2024
Q4 		$10.6M Buy
21,225
+77
+0.4% +$39.1K 2.21% 13
2024
Q3 		$10.9M Sell
21,148
-497
-2% -$246K 2.38% 11
2024
Q2 		$9.65M Buy
21,645
+435
+2% +$187K 2.2% 15
2024
Q1 		$9.02M Buy
21,210
+597
+3% +$259K 2.14% 16
2023
Q4 		$9.08M Sell
20,613
-1,225
-6% -$483K 2.35% 11
2023
Q3 		$7.98M Sell
21,838
-298
-1% -$117K 2.32% 14
2023
Q2 		$8.87M Sell
22,136
-405
-2% -$148K 2.33% 11
2023
Q1 		$7.77M Sell
22,541
-115
-0.5% -$40.5K 2.09% 17
2022
Q4 		$7.59M Buy
22,656
+375
+2% +$124K 2.19% 15
2022
Q3 		$6.8M Sell
22,281
-602
-3% -$215K 2.02% 21
2022
Q2 		$7.71M Buy
22,883
+1,401
+7% +$499K 2.42% 15
2022
Q1 		$8.81M Buy
21,482
+453
+2% +$185K 2.36% 15
2021
Q4 		$9.92M Buy
21,029
+567
+3% +$259K 2.15% 17
2021
Q3 		$8.69M Buy
20,462
+467
+2% +$202K 2.08% 20
2021
Q2 		$8.21M Sell
19,995
-190
-0.9% -$73K 2.06% 21
2021
Q1 		$7.12M Buy
20,185
+324
+2% +$108K 2.04% 21
2020
Q4 		$6.53M Buy
19,861
+668
+3% +$225K 1.95% 24
2020
Q3 		$6.92M Sell
19,193
-3,087
-14% -$1.09M 2.5% 11
2020
Q2 		$7.34M Sell
22,280
-1,226
-5% -$369K 2.78% 10
2020
Q1 		$5.76M Sell
23,506
-617
-3% -$169K 2.61% 17
2019
Q4 		$6.59M Buy
24,123
+982
+4% +$255K 2.04% 23
2019
Q3 		$5.67M Buy
+23,141
New +$5.78M 1.94% 24

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

Fulcrum Capital's SPGI Position: Q2 2026 in Review

Fulcrum Capital reduced its S&P Global (SPGI) stake by 2.8% in Q2 2026, selling an estimated $299K and leaving 24,600 shares worth $10M. The position accounts for 2.03% of the portfolio, ranked #14.

Fulcrum Capital first reported a position in SPGI in Q3 2019 and has held it in 28 quarters since. The position peaked at $11.4M in Q4 2025. 2,016 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Fulcrum Capital held 24,600 shares of S&P Global worth $10M as of Q2 2026.
  • Fulcrum Capital sold 707 S&P Global shares in Q2 2026, an estimated $299K.
  • S&P Global made up 2.03% of Fulcrum Capital's portfolio in Q2 2026, its #14 holding.
  • Fulcrum Capital first reported a position in S&P Global in Q3 2019 and has held it in 28 quarters since.
  • Fulcrum Capital's S&P Global position peaked at $11.4M in Q4 2025.
  • 2,016 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.