Koshinski Asset Management’s S&P Global SPGI Stock Holding History

Koshinski Asset Management’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	$268K	Sell	658 -9	-1%	-$3.8K	0.01%	659
2026 Q1	$284K	Buy	667 +107	+19%	+$49.7K	0.02%	596
2025 Q4	$293K	Buy	560 +11	+2%	+$5.44K	0.02%	569
2025 Q3	$267K	Buy	549 +49	+10%	+$26.2K	0.02%	605
2025 Q2	$264K	Buy	+500	New	+$250K	0.02%	571
2025 Q1	–	Sell	-421	Closed	-$210K	–	658
2024 Q4	$210K	Buy	421 +3	+0.7%	+$1.52K	0.02%	592
2024 Q3	$216K	Buy	+418	New	+$207K	0.02%	576
2023 Q3	–	Sell	-609	Closed	-$244K	–	624
2023 Q2	$244K	Sell	609 -44	-7%	-$16.1K	0.03%	498
2023 Q1	$225K	Sell	653 -16	-2%	-$5.63K	0.02%	506
2022 Q4	$224K	Buy	+669	New	+$221K	0.02%	539
2022 Q2	–	Sell	-360	Closed	-$148K	–	1776
2022 Q1	$148K	Buy	360 +129	+56%	+$52.5K	0.01%	698
2021 Q4	$109K	Sell	231 -12	-5%	-$5.49K	0.01%	818
2021 Q3	$103K	Buy	+243	New	+$105K	0.01%	831

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 $3.37T AUM 44.26% 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

Koshinski Asset Management's SPGI Position: Q2 2026 in Review

Koshinski Asset Management reduced its S&P Global (SPGI) stake by 1.3% in Q2 2026, selling an estimated $3.8K and leaving 658 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #659.

Koshinski Asset Management first reported a position in SPGI in Q3 2021 and has held it in 13 quarters since. The position peaked at $293K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Koshinski Asset Management held 658 shares of S&P Global worth $268K as of Q2 2026.
Koshinski Asset Management sold 9 S&P Global shares in Q2 2026, an estimated $3.8K.
S&P Global made up 0.01% of Koshinski Asset Management's portfolio in Q2 2026, its #659 holding.
Koshinski Asset Management first reported a position in S&P Global in Q3 2021 and has held it in 13 quarters since.
Koshinski Asset Management's S&P Global position peaked at $293K in Q4 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.