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Klingman & Associates’s S&P Global SPGI Stock Holding History

Klingman & Associates’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 		$293K Buy
+761
New +$321K 0.01% 273
2026
Q1 		– Sell
-411
Closed -$215K – 350
2025
Q4 		$215K Buy
+411
New +$203K 0.01% 307

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

Klingman & Associates's SPGI Position: Q2 2026 in Review

Klingman & Associates opened a new position in S&P Global (SPGI) in Q2 2026: 761 shares worth $293K. The stake represents 0.01% of the portfolio and ranks #273 among its holdings. This is a return to the name: Klingman & Associates previously reported a position in SPGI as recently as Q4 2025.

Klingman & Associates first reported a position in SPGI in Q4 2025 and has held it in 2 quarters since. 2,004 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Klingman & Associates held 761 shares of S&P Global worth $293K as of Q2 2026.
  • S&P Global was a new Klingman & Associates position in Q2 2026.
  • S&P Global made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #273 holding.
  • Klingman & Associates first reported a position in S&P Global in Q4 2025 and has held it in 2 quarters since.
  • 2,004 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.