GoalVest Advisory’s S&P Global SPGI Stock Holding History

GoalVest Advisory’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	$107K	Hold	262	–	–	0.02%	156
2026 Q1	$111K	Hold	262	–	–	0.02%	172
2025 Q4	$137K	Buy	262 +38	+17%	+$18.8K	0.03%	165
2025 Q3	$109K	Hold	224	–	–	0.02%	164
2025 Q2	$118K	Buy	224 +94	+72%	+$46.9K	0.03%	160
2025 Q1	$66.1K	Buy	130 +1	+0.8%	+$511	0.02%	165
2024 Q4	$64.3K	Sell	129 -24	-16%	-$12.2K	0.02%	171
2024 Q3	$79K	Buy	153 +24	+19%	+$11.9K	0.02%	155
2024 Q2	$57.5K	Sell	129 -92	-42%	-$39.5K	0.02%	165
2024 Q1	$94K	Buy	221 +55	+33%	+$23.8K	0.03%	147
2023 Q4	$73.1K	Buy	166 +16	+11%	+$6.31K	0.03%	112
2023 Q3	$54.8K	Buy	150 +38	+34%	+$14.9K	0.03%	139
2023 Q2	$44.9K	Buy	112 +54	+93%	+$19.7K	0.02%	146
2023 Q1	$20K	Sell	58 -9	-13%	-$3.17K	0.01%	159
2022 Q4	$22.4K	Hold	67	–	–	0.01%	153
2022 Q3	$20K	Sell	67 -1,817	-96%	-$650K	0.01%	157
2022 Q2	$649K	Buy	1,884 +23	+1%	+$8.2K	0.41%	78
2022 Q1	$763K	Buy	+1,861	New	+$758K	0.43%	65
2021 Q2	$1.22M	Buy	2,959 +86	+3%	+$33.1K	0.75%	40
2021 Q1	$1.01M	Buy	2,873 +449	+19%	+$149K	0.76%	41
2020 Q4	$797K	Buy	+2,424	New	+$818K	0.67%	49

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

GoalVest Advisory's SPGI Position: Q2 2026 in Review

GoalVest Advisory held its S&P Global (SPGI) position steady in Q2 2026 at 262 shares worth $107K. The position accounts for 0.02% of the portfolio, ranked #156.

GoalVest Advisory first reported a position in SPGI in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.22M in Q2 2021. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

GoalVest Advisory held 262 shares of S&P Global worth $107K as of Q2 2026.
GoalVest Advisory left its S&P Global share count unchanged in Q2 2026.
S&P Global made up 0.02% of GoalVest Advisory's portfolio in Q2 2026, its #156 holding.
GoalVest Advisory first reported a position in S&P Global in Q4 2020 and has held it in 21 quarters since.
GoalVest Advisory's S&P Global position peaked at $1.22M in Q2 2021.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.