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 Q3	$36.2M	Hold	91,850	–	–	3.12%	15
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 $33.8B AUM 31.08% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

GuoLine Advisory's SPGI Position: Q3 2026 in Review

GuoLine Advisory held its S&P Global (SPGI) position steady in Q3 2026 at 91,850 shares worth $36.2M. The position accounts for 3.12% of the portfolio, ranked #15.

GuoLine Advisory first reported a position in SPGI in Q3 2023 and has held it in 13 quarters since. The position peaked at $48M in Q4 2025. 799 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

GuoLine Advisory held 91,850 shares of S&P Global worth $36.2M as of Q3 2026.
GuoLine Advisory left its S&P Global share count unchanged in Q3 2026.
S&P Global made up 3.12% of GuoLine Advisory's portfolio in Q3 2026, its #15 holding.
GuoLine Advisory first reported a position in S&P Global in Q3 2023 and has held it in 13 quarters since.
GuoLine Advisory's S&P Global position peaked at $48M in Q4 2025.
799 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on GuoLine Advisory's 13F filing for Q3 2026, filed 6 Oct 2026.