Liberty One Investment Management’s S&P Global SPGI Stock Holding History

Liberty One Investment 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	$294K	Buy	721 +70	+11%	+$29.6K	0.03%	138
2026 Q1	$277K	Buy	651 +610	+1,488%	+$283K	0.03%	145
2025 Q4	$21.5K	Sell	41 -609	-94%	-$301K	﹤0.01%	139
2025 Q3	$317K	Buy	650 +7	+1%	+$3.75K	0.02%	141
2025 Q2	$339K	Sell	643 -20	-3%	-$9.98K	0.03%	126
2025 Q1	$337K	Buy	663 +53	+9%	+$27.1K	0.03%	126
2024 Q4	$304K	Buy	610 +73	+14%	+$37K	0.03%	126
2024 Q3	$277K	Sell	537 -1	-0.2%	-$495	0.03%	122
2024 Q2	$240K	Buy	538 +247	+85%	+$106K	0.03%	127
2024 Q1	$124K	Buy	+291	New	+$126K	0.01%	152

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

Liberty One Investment Management's SPGI Position: Q2 2026 in Review

Liberty One Investment Management increased its S&P Global (SPGI) stake by 11% in Q2 2026, buying an estimated $29.6K and bringing the position to 721 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #138.

Liberty One Investment Management first reported a position in SPGI in Q1 2024 and has held it in 10 quarters since. The position peaked at $339K in Q2 2025. 2,024 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Liberty One Investment Management held 721 shares of S&P Global worth $294K as of Q2 2026.
Liberty One Investment Management bought 70 S&P Global shares in Q2 2026, an estimated $29.6K.
S&P Global made up 0.03% of Liberty One Investment Management's portfolio in Q2 2026, its #138 holding.
Liberty One Investment Management first reported a position in S&P Global in Q1 2024 and has held it in 10 quarters since.
Liberty One Investment Management's S&P Global position peaked at $339K in Q2 2025.
2,024 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.