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Legacy Solutions LLC’s S&P Global SPGI Stock Holding History

Legacy Solutions LLC’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 		$225K Buy
553
+38
+7% +$16K 0.18% 81
2026
Q1 		$219K Sell
515
-5
-1% -$2.32K 0.2% 72
2025
Q4 		$272K Buy
520
+13
+3% +$6.43K 0.24% 62
2025
Q3 		$247K Sell
507
-10
-2% -$5.36K 0.22% 68
2025
Q2 		$272K Buy
517
+58
+13% +$28.9K 0.26% 59
2025
Q1 		$233K Buy
459
+16
+4% +$8.18K 0.26% 62
2024
Q4 		$221K Buy
+443
New +$225K 0.24% 66

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

Legacy Solutions LLC's SPGI Position: Q2 2026 in Review

Legacy Solutions LLC increased its S&P Global (SPGI) stake by 7.4% in Q2 2026, buying an estimated $16K and bringing the position to 553 shares worth $225K. The position accounts for 0.18% of the portfolio, ranked #81.

Legacy Solutions LLC first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $272K in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Legacy Solutions LLC held 553 shares of S&P Global worth $225K as of Q2 2026.
  • Legacy Solutions LLC bought 38 S&P Global shares in Q2 2026, an estimated $16K.
  • S&P Global made up 0.18% of Legacy Solutions LLC's portfolio in Q2 2026, its #81 holding.
  • Legacy Solutions LLC first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
  • Legacy Solutions LLC's S&P Global position peaked at $272K in Q2 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Legacy Solutions LLC's 13F filing for Q2 2026, filed 6 Jul 2026.