Moisand Fitzgerald Tamayo’s S&P Global SPGI Stock Holding History

Moisand Fitzgerald Tamayo’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	$11K	Hold	27	–	–	﹤0.01%	361
2026 Q1	$11.5K	Hold	27	–	–	﹤0.01%	328
2025 Q4	$14.1K	Hold	27	–	–	﹤0.01%	309
2025 Q3	$13.1K	Hold	27	–	–	﹤0.01%	324
2025 Q2	$14.2K	Hold	27	–	–	﹤0.01%	308
2025 Q1	$13.7K	Hold	27	–	–	﹤0.01%	311
2024 Q4	$13.4K	Hold	27	–	–	﹤0.01%	311
2024 Q3	$13.9K	Hold	27	–	–	﹤0.01%	318
2024 Q2	$12K	Hold	27	–	–	﹤0.01%	297
2024 Q1	$11.5K	Hold	27	–	–	﹤0.01%	301
2023 Q4	$11.9K	Sell	27 -2	-7%	-$789	﹤0.01%	316
2023 Q3	$10.6K	Hold	29	–	–	﹤0.01%	332
2023 Q2	$11.6K	Hold	29	–	–	﹤0.01%	308
2023 Q1	$10K	Hold	29	–	–	﹤0.01%	333
2022 Q4	$9.71K	Buy	29 +27	+1,350%	+$8.9K	﹤0.01%	321
2022 Q3	$1K	Buy	+2	New	+$716	﹤0.01%	654
2021 Q4	–	Sell	-310	Closed	-$132K	–	414
2021 Q3	$132K	Hold	310	–	–	0.04%	99
2021 Q2	$127K	Buy	+310	New	+$119K	0.05%	100

Other funds holding SPGI

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Moisand Fitzgerald Tamayo's SPGI Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its S&P Global (SPGI) position steady in Q2 2026 at 27 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Moisand Fitzgerald Tamayo first reported a position in SPGI in Q2 2021 and has held it in 18 quarters since. The position peaked at $132K in Q3 2021. 433 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Moisand Fitzgerald Tamayo held 27 shares of S&P Global worth $11K as of Q2 2026.
Moisand Fitzgerald Tamayo left its S&P Global share count unchanged in Q2 2026.
S&P Global made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #361 holding.
Moisand Fitzgerald Tamayo first reported a position in S&P Global in Q2 2021 and has held it in 18 quarters since.
Moisand Fitzgerald Tamayo's S&P Global position peaked at $132K in Q3 2021.
433 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.