FIM
SPGI icon

FWL Investment Management’s S&P Global SPGI Stock Holding History

FWL Investment 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 		$346K Hold
850
– – 0.06% 91
2026
Q1 		$362K Buy
850
+825
+3,300% +$383K 0.08% 87
2025
Q4 		$13.1K Sell
25
-18
-42% -$8.91K ﹤0.01% 256
2025
Q3 		$20.9K Buy
43
+18
+72% +$9.64K 0.01% 199
2025
Q2 		$13.2K Hold
25
– – ﹤0.01% 213
2025
Q1 		$12.7K Hold
25
– – ﹤0.01% 212
2024
Q4 		$12.5K Hold
25
– – ﹤0.01% 231
2024
Q3 		$12.9K Hold
25
– – ﹤0.01% 221
2024
Q2 		$11.2K Buy
+25
New +$10.7K 0.01% 187

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

FWL Investment Management's SPGI Position: Q2 2026 in Review

FWL Investment Management held its S&P Global (SPGI) position steady in Q2 2026 at 850 shares worth $346K. The position accounts for 0.06% of the portfolio, ranked #91.

FWL Investment Management first reported a position in SPGI in Q2 2024 and has held it in 9 quarters since. The position peaked at $362K in Q1 2026. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • FWL Investment Management held 850 shares of S&P Global worth $346K as of Q2 2026.
  • FWL Investment Management left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up 0.06% of FWL Investment Management's portfolio in Q2 2026, its #91 holding.
  • FWL Investment Management first reported a position in S&P Global in Q2 2024 and has held it in 9 quarters since.
  • FWL Investment Management's S&P Global position peaked at $362K in Q1 2026.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.