Melissa S. Kampmann’s S&P Global SPGI Stock Holding History

Melissa S. Kampmann’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	$1.14M	Sell	2,797 -2,799	-50%	-$1.18M	0.86%	37
2026 Q1	$2.38M	Sell	5,596 -1,240	-18%	-$576K	1.91%	23
2025 Q4	$3.63M	Sell	6,836 -532	-7%	-$263K	2.69%	17
2025 Q3	$3.59M	Hold	7,368	–	–	2.61%	18
2025 Q2	$3.89M	Sell	7,368 -135	-2%	-$67.4K	2.92%	13
2025 Q1	$3.81M	Buy	7,503 +143	+2%	+$73.1K	3.01%	11
2024 Q4	$3.67M	Sell	7,360 -924	-11%	-$469K	2.88%	13
2024 Q3	$4.28M	Hold	8,284	–	–	3.03%	12
2024 Q2	$3.69M	Buy	8,284 +21	+0.3%	+$9.01K	2.7%	16
2024 Q1	$3.52M	Buy	8,263 +776	+10%	+$336K	2.53%	19
2023 Q4	$3.3M	Buy	7,487 +221	+3%	+$87.2K	2.82%	16
2023 Q3	$2.66M	Buy	+7,266	New	+$2.86M	2.56%	21

Other funds holding SPGI

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Melissa S. Kampmann's SPGI Position: Q2 2026 in Review

Melissa S. Kampmann reduced its S&P Global (SPGI) stake by 50% in Q2 2026, selling an estimated $1.18M and leaving 2,797 shares worth $1.14M. The position accounts for 0.86% of the portfolio, ranked #37.

Melissa S. Kampmann first reported a position in SPGI in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.28M in Q3 2024. 1,063 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Melissa S. Kampmann held 2,797 shares of S&P Global worth $1.14M as of Q2 2026.
Melissa S. Kampmann sold 2,799 S&P Global shares in Q2 2026, an estimated $1.18M.
S&P Global made up 0.86% of Melissa S. Kampmann's portfolio in Q2 2026, its #37 holding.
Melissa S. Kampmann first reported a position in S&P Global in Q3 2023 and has held it in 12 quarters since.
Melissa S. Kampmann's S&P Global position peaked at $4.28M in Q3 2024.
1,063 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Melissa S. Kampmann's 13F filing for Q2 2026, filed 29 Jul 2026.