Gould Asset Management’s S&P Global SPGI Stock Holding History

Gould Asset 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	–	Sell	-725	Closed	-$308K	–	181
2026 Q1	$308K	Buy	725 +143	+25%	+$66.4K	0.05%	144
2025 Q4	$304K	Sell	582 -11	-2%	-$5.44K	0.05%	136
2025 Q3	$289K	Hold	593	–	–	0.05%	144
2025 Q2	$313K	Sell	593 -15	-2%	-$7.49K	0.06%	133
2025 Q1	$309K	Hold	608	–	–	0.06%	129
2024 Q4	$303K	Hold	608	–	–	0.06%	129
2024 Q3	$314K	Sell	608 -30	-5%	-$14.8K	0.07%	128
2024 Q2	$285K	Buy	638 +30	+5%	+$12.9K	0.07%	129
2024 Q1	$259K	Hold	608	–	–	0.06%	137
2023 Q4	$268K	Buy	+608	New	+$240K	0.07%	129
2022 Q4	–	Sell	-673	Closed	-$206K	–	162
2022 Q3	$206K	Buy	673 +70	+12%	+$25K	0.07%	121
2022 Q2	$203K	Hold	603	–	–	0.07%	134
2022 Q1	$247K	Buy	603 +5	+0.8%	+$2.04K	0.07%	123
2021 Q4	$282K	Buy	598 +90	+18%	+$41.2K	0.08%	114
2021 Q3	$216K	Hold	508	–	–	0.07%	123
2021 Q2	$209K	Buy	+508	New	+$195K	0.06%	142

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

Gould Asset Management's SPGI Position: Q2 2026 in Review

Gould Asset Management sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 725 shares — an estimated $308K sold.

Gould Asset Management first reported a position in SPGI in Q2 2021 and held it in 16 quarters. The position peaked at $314K in Q3 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Gould Asset Management reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
Gould Asset Management sold 725 S&P Global shares in Q2 2026, an estimated $308K.
Gould Asset Management first reported a position in S&P Global in Q2 2021 and held it in 16 quarters.
Gould Asset Management's S&P Global position peaked at $314K in Q3 2024.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.