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Luken Investment Analytics’s S&P Global SPGI Stock Holding History

Luken Investment Analytics’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
Q1 		– Sell
-3
Closed -$1.57K – 367
2025
Q4 		$1.57K Buy
+3
New +$1.48K ﹤0.01% 241

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Luken Investment Analytics's SPGI Position: Q1 2026 in Review

Luken Investment Analytics sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 3 shares — an estimated $1.57K sold.

Luken Investment Analytics first reported a position in SPGI in Q4 2025 and held it in 1 quarter. The position peaked at $1.57K in Q4 2025. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Luken Investment Analytics reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Luken Investment Analytics sold 3 S&P Global shares in Q1 2026, an estimated $1.57K.
  • Luken Investment Analytics first reported a position in S&P Global in Q4 2025 and held it in 1 quarter.
  • Luken Investment Analytics's S&P Global position peaked at $1.57K in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Luken Investment Analytics's 13F filing for Q1 2026, filed 12 May 2026.