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

Generate 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	$12.2M	Buy	30,000 +5,000	+20%	+$2.11M	0.5%	53
2026 Q1	$10.6M	Sell	25,000 -10,000	-29%	-$4.64M	0.52%	41
2025 Q4	$18.3M	Buy	35,000 +15,000	+75%	+$7.42M	0.83%	36
2025 Q3	$9.73M	Buy	20,000 +11,604	+138%	+$6.21M	0.49%	60
2025 Q2	$4.43M	Buy	+8,396	New	+$4.19M	0.25%	89
2025 Q1	–	Sell	-24,033	Closed	-$12M	–	93
2024 Q4	$12M	Buy	+24,033	New	+$12.2M	0.84%	48
2024 Q2	–	Sell	-10,864	Closed	-$4.62M	–	89
2024 Q1	$4.62M	Sell	10,864 -2,391	-18%	-$1.04M	0.34%	74
2023 Q4	$5.84M	Buy	+13,255	New	+$5.23M	0.5%	67

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

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

Generate Investment Management increased its S&P Global (SPGI) stake by 20% in Q2 2026, buying an estimated $2.11M and bringing the position to 30,000 shares worth $12.2M. The position accounts for 0.5% of the portfolio, ranked #53.

Generate Investment Management first reported a position in SPGI in Q4 2023 and has held it in 8 quarters since. The position peaked at $18.3M in Q4 2025. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Generate Investment Management held 30,000 shares of S&P Global worth $12.2M as of Q2 2026.
Generate Investment Management bought 5,000 S&P Global shares in Q2 2026, an estimated $2.11M.
S&P Global made up 0.5% of Generate Investment Management's portfolio in Q2 2026, its #53 holding.
Generate Investment Management first reported a position in S&P Global in Q4 2023 and has held it in 8 quarters since.
Generate Investment Management's S&P Global position peaked at $18.3M in Q4 2025.
2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Generate Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.