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

GuoLine 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	$37.4M	Hold	91,850	–	–	3.48%	11
2026 Q1	$39.1M	Hold	91,850	–	–	4.09%	8
2025 Q4	$48M	Buy	91,850 +30,950	+51%	+$15.3M	4.41%	6
2025 Q3	$29.6M	Hold	60,900	–	–	2.95%	14
2025 Q2	$32.1M	Sell	60,900 -30,500	-33%	-$15.2M	3.41%	14
2025 Q1	$46.4M	Hold	91,400	–	–	4.92%	7
2024 Q4	$45.5M	Hold	91,400	–	–	4.7%	9
2024 Q3	$47.2M	Hold	91,400	–	–	4.81%	8
2024 Q2	$40.8M	Hold	91,400	–	–	4.35%	10
2024 Q1	$38.9M	Hold	91,400	–	–	4.74%	10
2023 Q4	$40.3M	Buy	91,400 +31,800	+53%	+$12.5M	6.37%	8
2023 Q3	$21.8M	Buy	+59,600	New	+$23.4M	4.3%	12

Other funds holding SPGI

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

GuoLine Advisory's SPGI Position: Q2 2026 in Review

GuoLine Advisory held its S&P Global (SPGI) position steady in Q2 2026 at 91,850 shares worth $37.4M. The position accounts for 3.48% of the portfolio, ranked #11.

GuoLine Advisory first reported a position in SPGI in Q3 2023 and has held it in 12 quarters since. The position peaked at $48M in Q4 2025. 821 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

GuoLine Advisory held 91,850 shares of S&P Global worth $37.4M as of Q2 2026.
GuoLine Advisory left its S&P Global share count unchanged in Q2 2026.
S&P Global made up 3.48% of GuoLine Advisory's portfolio in Q2 2026, its #11 holding.
GuoLine Advisory first reported a position in S&P Global in Q3 2023 and has held it in 12 quarters since.
GuoLine Advisory's S&P Global position peaked at $48M in Q4 2025.
821 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on GuoLine Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.