Joel Isaacson & Co’s S&P Global SPGI Stock Holding History

Joel Isaacson & Co’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	$364K	Buy	893 +21	+2%	+$8.87K	0.01%	350
2026 Q1	$371K	Buy	872 +10	+1%	+$4.64K	0.01%	327
2025 Q4	$450K	Hold	862	–	–	0.01%	295
2025 Q3	$420K	Hold	862	–	–	0.02%	298
2025 Q2	$455K	Hold	862	–	–	0.02%	268
2025 Q1	$438K	Buy	862 +39	+5%	+$19.9K	0.02%	255
2024 Q4	$410K	Hold	823	–	–	0.02%	257
2024 Q3	$425K	Sell	823 -70	-8%	-$34.6K	0.02%	244
2024 Q2	$398K	Buy	+893	New	+$383K	0.02%	241

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

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

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Joel Isaacson & Co's SPGI Position: Q2 2026 in Review

Joel Isaacson & Co increased its S&P Global (SPGI) stake by 2.4% in Q2 2026, buying an estimated $8.87K and bringing the position to 893 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #350.

Joel Isaacson & Co first reported a position in SPGI in Q2 2024 and has held it in 9 quarters since. The position peaked at $455K in Q2 2025. 1,142 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Joel Isaacson & Co held 893 shares of S&P Global worth $364K as of Q2 2026.
Joel Isaacson & Co bought 21 S&P Global shares in Q2 2026, an estimated $8.87K.
S&P Global made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #350 holding.
Joel Isaacson & Co first reported a position in S&P Global in Q2 2024 and has held it in 9 quarters since.
Joel Isaacson & Co's S&P Global position peaked at $455K in Q2 2025.
1,142 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.