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

Marquette 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	$13.8K	Sell	34 -11	-24%	-$4.64K	﹤0.01%	277
2026 Q1	$19.1K	Hold	45	–	–	﹤0.01%	166
2025 Q4	$23.5K	Buy	45 +9	+25%	+$4.45K	﹤0.01%	145
2025 Q3	$17.5K	Buy	+36	New	+$19.3K	﹤0.01%	159
2022 Q2	–	Sell	-3	Closed	-$1K	–	416
2022 Q1	$1K	Buy	+3	New	+$1.22K	﹤0.01%	336
2019 Q2	–	Sell	-24	Closed	-$5K	–	289
2019 Q1	$5K	Buy	+24	New	+$4.65K	﹤0.01%	279

Other funds holding SPGI

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

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

Marquette Asset Management reduced its S&P Global (SPGI) stake by 24% in Q2 2026, selling an estimated $4.64K and leaving 34 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Marquette Asset Management first reported a position in SPGI in Q1 2019 and has held it in 6 quarters since. The position peaked at $23.5K in Q4 2025. 821 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Marquette Asset Management held 34 shares of S&P Global worth $13.8K as of Q2 2026.
Marquette Asset Management sold 11 S&P Global shares in Q2 2026, an estimated $4.64K.
S&P Global made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #277 holding.
Marquette Asset Management first reported a position in S&P Global in Q1 2019 and has held it in 6 quarters since.
Marquette Asset Management's S&P Global position peaked at $23.5K in Q4 2025.
821 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.