Investment Research Partners’s S&P Global SPGI Stock Holding History

Investment Research Partners’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	-508	Closed	-$216K	–	292
2026 Q1	$216K	Buy	+508	New	+$236K	0.09%	223

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Investment Research Partners's SPGI Position: Q2 2026 in Review

Investment Research Partners sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 508 shares — an estimated $216K sold.

Investment Research Partners first reported a position in SPGI in Q1 2026 and held it in 1 quarter. The position peaked at $216K in Q1 2026. 1,467 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Investment Research Partners reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
Investment Research Partners sold 508 S&P Global shares in Q2 2026, an estimated $216K.
Investment Research Partners first reported a position in S&P Global in Q1 2026 and held it in 1 quarter.
Investment Research Partners's S&P Global position peaked at $216K in Q1 2026.
1,467 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.