IIC
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Integrated Investment Consultants’s S&P Global SPGI Stock Holding History

Integrated Investment Consultants’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 		$481K Buy
1,180
+354
+43% +$149K 0.09% 149
2026
Q1 		$351K Buy
826
+61
+8% +$28.3K 0.07% 169
2025
Q4 		$400K Buy
765
+11
+1% +$5.44K 0.08% 164
2025
Q3 		$367K Sell
754
-5
-0.7% -$2.68K 0.06% 202
2025
Q2 		$400K Sell
759
-3
-0.4% -$1.5K 0.08% 174
2025
Q1 		$387K Buy
762
+21
+3% +$10.7K 0.08% 201
2024
Q4 		$369K Hold
741
– – 0.08% 203
2024
Q3 		$383K Buy
741
+5
+0.7% +$2.47K 0.08% 186
2024
Q2 		$313K Hold
736
– – 0.09% 191
2024
Q1 		$313K Sell
736
-2
-0.3% -$867 0.09% 191
2023
Q4 		$325K Sell
738
-1
-0.1% -$395 0.1% 174
2023
Q3 		$270K Sell
739
-51
-6% -$20.1K 0.1% 179
2023
Q2 		$317K Sell
790
-7
-0.9% -$2.56K 0.1% 176
2023
Q1 		$275K Buy
797
+6
+0.8% +$2.11K 0.09% 202
2022
Q4 		$265K Buy
791
+23
+3% +$7.58K 0.09% 188
2022
Q3 		$234K Sell
768
-25
-3% -$8.94K 0.09% 186
2022
Q2 		$267K Sell
793
-75
-9% -$26.7K 0.1% 180
2022
Q1 		$356K Buy
+868
New +$354K 0.1% 194
2018
Q2 		– Sell
-469
Closed -$90K – 619
2018
Q1 		$90K Buy
+469
New +$86.6K 0.04% 338
2017
Q3 		$50K Buy
320
+118
+58% +$17.9K 0.02% 399
2017
Q2 		$29K Buy
+202
New +$28K 0.01% 433

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Integrated Investment Consultants's SPGI Position: Q2 2026 in Review

Integrated Investment Consultants increased its S&P Global (SPGI) stake by 43% in Q2 2026, buying an estimated $149K and bringing the position to 1,180 shares worth $481K. The position accounts for 0.09% of the portfolio, ranked #149.

Integrated Investment Consultants first reported a position in SPGI in Q2 2017 and has held it in 21 quarters since. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Integrated Investment Consultants held 1,180 shares of S&P Global worth $481K as of Q2 2026.
  • Integrated Investment Consultants bought 354 S&P Global shares in Q2 2026, an estimated $149K.
  • S&P Global made up 0.09% of Integrated Investment Consultants's portfolio in Q2 2026, its #149 holding.
  • Integrated Investment Consultants first reported a position in S&P Global in Q2 2017 and has held it in 21 quarters since.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.