Matthew Hamilton Rosenberg’s S&P Global SPGI Stock Holding History

Matthew Hamilton Rosenberg’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	$32.2K	Sell	79 -79	-50%	-$33.4K	0.01%	491
2026 Q1	$67.2K	Hold	158	–	–	0.01%	389
2025 Q4	$82.6K	Buy	158 +6	+4%	+$2.97K	0.02%	357
2025 Q3	$74K	Buy	152 +18	+13%	+$9.64K	0.02%	375
2025 Q2	$70.7K	Hold	134	–	–	0.02%	393
2025 Q1	$68.1K	Sell	134 -11	-8%	-$5.62K	0.02%	372
2024 Q4	$72.2K	Buy	145 +25	+21%	+$12.7K	0.02%	358
2024 Q3	$62K	Hold	120	–	–	0.02%	392
2024 Q2	$53.6K	Hold	120	–	–	0.02%	408
2024 Q1	$51.3K	Hold	120	–	–	0.01%	429
2023 Q4	$52.9K	Hold	120	–	–	0.02%	422
2023 Q3	$43.8K	Hold	120	–	–	0.01%	437
2023 Q2	$48.1K	Sell	120 -34	-22%	-$12.4K	0.02%	436
2023 Q1	$53.1K	Hold	154	–	–	0.02%	452
2022 Q4	$51.6K	Sell	154 -23	-13%	-$7.58K	0.02%	453
2022 Q3	$54K	Buy	177 +38	+27%	+$13.6K	0.02%	423
2022 Q2	$48K	Buy	139 +45	+48%	+$16K	0.02%	469
2022 Q1	$39K	Buy	94 +64	+213%	+$26.1K	0.01%	489
2021 Q4	$14K	Hold	30	–	–	0.01%	567
2021 Q3	$13K	Buy	+30	New	+$13K	0.01%	550

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

Matthew Hamilton Rosenberg's SPGI Position: Q2 2026 in Review

Matthew Hamilton Rosenberg reduced its S&P Global (SPGI) stake by 50% in Q2 2026, selling an estimated $33.4K and leaving 79 shares worth $32.2K. The position accounts for 0.01% of the portfolio, ranked #491.

Matthew Hamilton Rosenberg first reported a position in SPGI in Q3 2021 and has held it in 20 quarters since. The position peaked at $82.6K in Q4 2025. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Matthew Hamilton Rosenberg held 79 shares of S&P Global worth $32.2K as of Q2 2026.
Matthew Hamilton Rosenberg sold 79 S&P Global shares in Q2 2026, an estimated $33.4K.
S&P Global made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #491 holding.
Matthew Hamilton Rosenberg first reported a position in S&P Global in Q3 2021 and has held it in 20 quarters since.
Matthew Hamilton Rosenberg's S&P Global position peaked at $82.6K in Q4 2025.
2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.