Mezzasalma Advisors’s S&P Global SPGI Stock Holding History

Mezzasalma 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	–	Sell	-502	Closed	-$214K	–	175
2026 Q1	$214K	Hold	502	–	–	0.05%	148
2025 Q4	$257K	Sell	502 -25	-5%	-$12.4K	0.06%	138
2025 Q3	$256K	Hold	527	–	–	0.07%	140
2025 Q2	$278K	Hold	527	–	–	0.08%	121
2025 Q1	$268K	Hold	527	–	–	0.09%	124
2024 Q4	$262K	Buy	527 +105	+25%	+$53.3K	0.08%	123
2024 Q3	$218K	Buy	+422	New	+$209K	0.09%	83
2024 Q2	–	Sell	-1,930	Closed	-$821K	–	101
2024 Q1	$821K	Sell	1,930 -765	-28%	-$332K	0.39%	47
2023 Q4	$1.19M	Sell	2,695 -300	-10%	-$118K	0.65%	31
2023 Q3	$1.09M	Hold	2,995	–	–	0.67%	32
2023 Q2	$1.2M	Hold	2,995	–	–	0.73%	31
2023 Q1	$1.03M	Sell	2,995 -100	-3%	-$35.2K	0.73%	30
2022 Q4	$1.04M	Hold	3,095	–	–	0.9%	26
2022 Q3	$945K	Hold	3,095	–	–	0.75%	27
2022 Q2	$1.04M	Sell	3,095 -20	-0.6%	-$7.13K	0.88%	25
2022 Q1	$1.28M	Hold	3,115	–	–	0.8%	24
2021 Q4	$1.47M	Sell	3,115 -10	-0.3%	-$4.58K	0.79%	27
2021 Q3	$1.33M	Hold	3,125	–	–	0.75%	29
2021 Q2	$1.28M	Hold	3,125	–	–	0.71%	33
2021 Q1	$1.1M	Hold	3,125	–	–	0.71%	33
2020 Q4	$1.03M	Buy	+3,125	New	+$1.05M	0.66%	34

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

Mezzasalma Advisors's SPGI Position: Q2 2026 in Review

Mezzasalma Advisors sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 502 shares — an estimated $214K sold.

Mezzasalma Advisors first reported a position in SPGI in Q4 2020 and held it in 21 quarters. The position peaked at $1.47M in Q4 2021. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Mezzasalma Advisors reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
Mezzasalma Advisors sold 502 S&P Global shares in Q2 2026, an estimated $214K.
Mezzasalma Advisors first reported a position in S&P Global in Q4 2020 and held it in 21 quarters.
Mezzasalma Advisors's S&P Global position peaked at $1.47M in Q4 2021.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.