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Limestone Investment Advisors’s S&P Global SPGI Stock Holding History

Limestone Investment Advisors’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 		$270K Buy
700
+400
+133% +$169K 0.02% 401
2026
Q1 		$128K Sell
300
-100
-25% -$46.4K 0.01% 327
2025
Q4 		$209K Buy
400
+100
+33% +$49.5K 0.02% 336
2025
Q3 		$146K Buy
+300
New +$161K 0.01% 431

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 $3.38T AUM 44.17% 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

Limestone Investment Advisors's SPGI Position: Q2 2026 in Review

Limestone Investment Advisors increased its S&P Global (SPGI) stake by 1.8% in Q2 2026, buying an estimated $16.9K and bringing the position to 2,290 shares worth $933K. The position accounts for 0.07% of the portfolio, ranked #207.

Limestone Investment Advisors first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $957K in Q1 2026. 2,028 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Limestone Investment Advisors held 2,290 shares of S&P Global worth $933K as of Q2 2026.
  • Limestone Investment Advisors bought 40 S&P Global shares in Q2 2026, an estimated $16.9K.
  • S&P Global made up 0.07% of Limestone Investment Advisors's portfolio in Q2 2026, its #207 holding.
  • Limestone Investment Advisors first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Limestone Investment Advisors's S&P Global position peaked at $957K in Q1 2026.
  • 2,028 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Limestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.