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Investment House LLC’s S&P Global SPGI Stock Holding History

Investment House 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 		– Sell
-3,735
Closed -$1.59M – 234
2026
Q1 		$1.59M Buy
+3,735
New +$1.73M 0.08% 130

Other funds holding SPGI

Parnassus Investments
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RG
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

Investment House LLC's SPGI Position: Q2 2026 in Review

Investment House LLC sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 3,735 shares — an estimated $1.59M sold.

Investment House LLC first reported a position in SPGI in Q1 2026 and held it in 1 quarter. The position peaked at $1.59M in Q1 2026. 876 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Investment House LLC reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Investment House LLC sold 3,735 S&P Global shares in Q2 2026, an estimated $1.59M.
  • Investment House LLC first reported a position in S&P Global in Q1 2026 and held it in 1 quarter.
  • Investment House LLC's S&P Global position peaked at $1.59M in Q1 2026.
  • 876 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.