Golden State Equity Partners’s S&P Global SPGI Stock Holding History

Golden State Equity Partners’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	$2.44K	Sell	6 -1,868	-100%	-$789K	0.01%	321
2026 Q1	$797K	Sell	1,874 -1,044	-36%	-$485K	0.06%	333
2025 Q4	$1.52M	Buy	2,918 +907	+45%	+$449K	0.25%	85
2025 Q3	$979K	Sell	2,011 -7	-0.3%	-$3.75K	0.17%	153
2025 Q2	$1.06M	Sell	2,018 -117	-5%	-$58.4K	0.2%	128
2025 Q1	$1.08M	Sell	2,135 -180	-8%	-$92K	0.21%	128
2024 Q4	$1.15M	Buy	2,315 +557	+32%	+$283K	0.22%	115
2024 Q3	$908K	Sell	1,758 -926	-35%	-$458K	0.14%	160
2024 Q2	$1.2M	Buy	+2,684	New	+$1.15M	0.25%	99
2023 Q4	$663K	Buy	1,504 +261	+21%	+$103K	0.16%	148
2023 Q3	$454K	Buy	1,243 +218	+21%	+$85.7K	0.13%	177
2023 Q2	$411K	Buy	+1,025	New	+$375K	0.12%	212
2021 Q4	–	Sell	-2,018	Closed	-$857K	–	244
2021 Q3	$857K	Sell	2,018 -125	-6%	-$54.2K	0.35%	67
2021 Q2	$880K	Buy	+2,143	New	+$824K	0.34%	77

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

Golden State Equity Partners's SPGI Position: Q2 2026 in Review

Golden State Equity Partners reduced its S&P Global (SPGI) stake by 100% in Q2 2026, selling an estimated $789K and leaving 6 shares worth $2.44K. The position accounts for 0.01% of the portfolio, ranked #321.

Golden State Equity Partners first reported a position in SPGI in Q2 2021 and has held it in 14 quarters since. The position peaked at $1.52M in Q4 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Golden State Equity Partners held 6 shares of S&P Global worth $2.44K as of Q2 2026.
Golden State Equity Partners sold 1,868 S&P Global shares in Q2 2026, an estimated $789K.
S&P Global made up 0.01% of Golden State Equity Partners's portfolio in Q2 2026, its #321 holding.
Golden State Equity Partners first reported a position in S&P Global in Q2 2021 and has held it in 14 quarters since.
Golden State Equity Partners's S&P Global position peaked at $1.52M in Q4 2025.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.