MV Capital Management’s S&P Global SPGI Stock Holding History

MV Capital Management’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	$76.2K	Buy	187 +1	+0.5%	+$422	0.01%	280
2026 Q1	$79.1K	Sell	186 -6	-3%	-$2.79K	0.01%	268
2025 Q4	$100K	Buy	192 +9	+5%	+$4.45K	0.01%	244
2025 Q3	$89.1K	Hold	183	–	–	0.01%	247
2025 Q2	$96.5K	Sell	183 -9	-5%	-$4.49K	0.01%	244
2025 Q1	$97.6K	Buy	192 +1	+0.5%	+$511	0.01%	240
2024 Q4	$95.1K	Buy	191 +1	+0.5%	+$507	0.01%	232
2024 Q3	$98.2K	Hold	190	–	–	0.01%	238
2024 Q2	$84.7K	Buy	190 +9	+5%	+$3.86K	0.01%	250
2024 Q1	$77K	Buy	181 +8	+5%	+$3.47K	0.01%	256
2023 Q4	$76.2K	Buy	173 +10	+6%	+$3.95K	0.01%	252
2023 Q3	$59.6K	Buy	163 +7	+4%	+$2.75K	0.01%	272
2023 Q2	$62.5K	Buy	156 +29	+23%	+$10.6K	0.01%	268
2023 Q1	$43.8K	Buy	127 +38	+43%	+$13.4K	0.01%	294
2022 Q4	$29.8K	Sell	89 -46	-34%	-$15.2K	﹤0.01%	287
2022 Q3	$41K	Buy	135 +39	+41%	+$14K	0.01%	242
2022 Q2	$32K	Sell	96 -72	-43%	-$25.7K	0.01%	267
2022 Q1	$69K	Buy	168 +87	+107%	+$35.4K	0.01%	197
2021 Q4	$38K	Buy	81 +13	+19%	+$5.95K	0.01%	245
2021 Q3	$29K	Buy	68 +27	+66%	+$11.7K	﹤0.01%	264
2021 Q2	$17K	Buy	41 +35	+583%	+$13.5K	﹤0.01%	299
2021 Q1	$2K	Buy	+6	New	+$2K	﹤0.01%	314

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

MV Capital Management's SPGI Position: Q2 2026 in Review

MV Capital Management increased its S&P Global (SPGI) stake by 0.54% in Q2 2026, buying an estimated $422 and bringing the position to 187 shares worth $76.2K. The position accounts for 0.01% of the portfolio, ranked #280.

MV Capital Management first reported a position in SPGI in Q1 2021 and has held it in 22 quarters since. The position peaked at $100K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

MV Capital Management held 187 shares of S&P Global worth $76.2K as of Q2 2026.
MV Capital Management bought 1 S&P Global share in Q2 2026, an estimated $422.
S&P Global made up 0.01% of MV Capital Management's portfolio in Q2 2026, its #280 holding.
MV Capital Management first reported a position in S&P Global in Q1 2021 and has held it in 22 quarters since.
MV Capital Management's S&P Global position peaked at $100K in Q4 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.