HeadInvest LLC’s S&P Global SPGI Stock Holding History

HeadInvest LLC’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	$428K	Sell	1,052 -7	-0.7%	-$2.96K	0.08%	161
2026 Q1	$450K	Buy	1,059 +5	+0.5%	+$2.32K	0.09%	157
2025 Q4	$551K	Sell	1,054 -18	-2%	-$8.91K	0.11%	143
2025 Q3	$522K	Buy	1,072 +90	+9%	+$48.2K	0.11%	140
2025 Q2	$518K	Hold	982	–	–	0.11%	138
2025 Q1	$499K	Sell	982 -15	-2%	-$7.66K	0.1%	144
2024 Q4	$497K	Hold	997	–	–	0.09%	148
2024 Q3	$515K	Buy	997 +20	+2%	+$9.9K	0.1%	149
2024 Q2	$436K	Hold	977	–	–	0.09%	157
2024 Q1	$416K	Sell	977 -25	-2%	-$10.8K	0.08%	168
2023 Q4	$441K	Hold	1,002	–	–	0.09%	155
2023 Q3	$367K	Hold	1,002	–	–	0.08%	163
2023 Q2	$388K	Sell	1,002 -68	-6%	-$24.8K	0.08%	161
2023 Q1	$369K	Sell	1,070 -28	-3%	-$9.85K	0.08%	163
2022 Q4	$368K	Buy	1,098 +42	+4%	+$13.8K	0.08%	161
2022 Q3	$322K	Buy	+1,056	New	+$378K	0.08%	167

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

HeadInvest LLC's SPGI Position: Q2 2026 in Review

HeadInvest LLC reduced its S&P Global (SPGI) stake by 0.66% in Q2 2026, selling an estimated $2.96K and leaving 1,052 shares worth $428K. The position accounts for 0.08% of the portfolio, ranked #161.

HeadInvest LLC first reported a position in SPGI in Q3 2022 and has held it in 16 quarters since. The position peaked at $551K in Q4 2025. 2,023 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

HeadInvest LLC held 1,052 shares of S&P Global worth $428K as of Q2 2026.
HeadInvest LLC sold 7 S&P Global shares in Q2 2026, an estimated $2.96K.
S&P Global made up 0.08% of HeadInvest LLC's portfolio in Q2 2026, its #161 holding.
HeadInvest LLC first reported a position in S&P Global in Q3 2022 and has held it in 16 quarters since.
HeadInvest LLC's S&P Global position peaked at $551K in Q4 2025.
2,023 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.