Mount Capital’s S&P Global SPGI Stock Holding History

Mount Capital’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	$4.57M	Hold	11,220	–	–	1.72%	13
2026 Q1	$4.77M	Hold	11,220	–	–	1.92%	13
2025 Q4	$5.86M	Hold	11,220	–	–	2.37%	10
2025 Q3	$5.46M	Hold	11,220	–	–	1.96%	12
2025 Q2	$5.92M	Sell	11,220 -330	-3%	-$165K	1.91%	13
2025 Q1	$5.87M	Hold	11,550	–	–	1.89%	13
2024 Q4	$5.75M	Hold	11,550	–	–	2.04%	12
2024 Q3	$5.92M	Hold	11,550	–	–	2.07%	13
2024 Q2	$5.15M	Hold	11,550	–	–	2.06%	13
2024 Q1	$4.91M	Hold	11,550	–	–	2.07%	11
2023 Q4	$5.09M	Hold	11,550	–	–	2.2%	11
2023 Q3	$4.22M	Hold	11,550	–	–	1.81%	12
2023 Q2	$4.63M	Hold	11,550	–	–	1.8%	13
2023 Q1	$3.98M	Hold	11,550	–	–	1.57%	11
2022 Q4	$3.87M	Hold	11,550	–	–	1.5%	13
2022 Q3	$3.53M	Sell	11,550 -6,166	-35%	-$2.21M	1.5%	11
2022 Q2	$5.97M	Sell	17,716 -670	-4%	-$239K	2.1%	10
2022 Q1	$7.54M	Buy	18,386 +408	+2%	+$166K	2.19%	8
2021 Q4	$8.48M	Buy	+17,978	New	+$8.22M	2.35%	9

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

Mount Capital's SPGI Position: Q2 2026 in Review

Mount Capital held its S&P Global (SPGI) position steady in Q2 2026 at 11,220 shares worth $4.57M. The position accounts for 1.72% of the portfolio, ranked #13.

Mount Capital first reported a position in SPGI in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.48M in Q4 2021. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Mount Capital held 11,220 shares of S&P Global worth $4.57M as of Q2 2026.
Mount Capital left its S&P Global share count unchanged in Q2 2026.
S&P Global made up 1.72% of Mount Capital's portfolio in Q2 2026, its #13 holding.
Mount Capital first reported a position in S&P Global in Q4 2021 and has held it in 19 quarters since.
Mount Capital's S&P Global position peaked at $8.48M in Q4 2021.
2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Mount Capital's 13F filing for Q2 2026, filed 13 Aug 2026.