Knollwood Investment Advisory’s S&P Global SPGI Stock Holding History

Knollwood Investment Advisory’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	$1.16M	Sell	2,848 -7,757	-73%	-$3.28M	0.1%	150
2026 Q1	$4.51M	Hold	10,605	–	–	0.45%	49
2025 Q4	$5.54M	Hold	10,605	–	–	0.52%	41
2025 Q3	$5.16M	Hold	10,605	–	–	0.47%	43
2025 Q2	$5.59M	Hold	10,605	–	–	0.54%	41
2025 Q1	$5.39M	Hold	10,605	–	–	0.6%	36
2024 Q4	$5.28M	Sell	10,605 -2,466	-19%	-$1.25M	0.55%	39
2024 Q3	$6.75M	Hold	13,071	–	–	0.72%	28
2024 Q2	$5.83M	Buy	13,071 +766	+6%	+$329K	0.65%	34
2024 Q1	$5.24M	Hold	12,305	–	–	0.95%	24
2023 Q4	$5.42M	Buy	12,305 +4,548	+59%	+$1.79M	1.13%	23
2023 Q3	$2.83M	Hold	7,757	–	–	1.32%	25
2023 Q2	$3.11M	Hold	7,757	–	–	1.05%	28
2023 Q1	$2.67M	Hold	7,757	–	–	0.52%	38
2022 Q4	$2.6M	Buy	+7,757	New	+$2.56M	1.02%	29

Other funds holding SPGI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Knollwood Investment Advisory's SPGI Position: Q2 2026 in Review

Knollwood Investment Advisory reduced its S&P Global (SPGI) stake by 73% in Q2 2026, selling an estimated $3.28M and leaving 2,848 shares worth $1.16M. The position accounts for 0.1% of the portfolio, ranked #150.

Knollwood Investment Advisory first reported a position in SPGI in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.75M in Q3 2024. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Knollwood Investment Advisory held 2,848 shares of S&P Global worth $1.16M as of Q2 2026.
Knollwood Investment Advisory sold 7,757 S&P Global shares in Q2 2026, an estimated $3.28M.
S&P Global made up 0.1% of Knollwood Investment Advisory's portfolio in Q2 2026, its #150 holding.
Knollwood Investment Advisory first reported a position in S&P Global in Q4 2022 and has held it in 15 quarters since.
Knollwood Investment Advisory's S&P Global position peaked at $6.75M in Q3 2024.
2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.