Nalls Sherbakoff Group’s S&P Global SPGI Stock Holding History

Nalls Sherbakoff Group’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	$133K	Sell	326 -74	-19%	-$31.3K	0.09%	117
2026 Q1	$170K	Sell	400 -45	-10%	-$20.9K	0.13%	108
2025 Q4	$233K	Sell	445 -30	-6%	-$14.8K	0.17%	91
2025 Q3	$231K	Hold	475	–	–	0.16%	94
2025 Q2	$250K	Buy	475 +28	+6%	+$14K	0.18%	81
2025 Q1	$227K	Buy	+447	New	+$228K	0.18%	82
2023 Q4	$197K	Hold	447	–	–	0.18%	82
2023 Q3	$163K	Hold	447	–	–	0.16%	90
2023 Q2	$164K	Hold	447	–	–	0.16%	93
2023 Q1	$153K	Buy	+447	New	+$157K	0.15%	96
2018 Q4	$68K	Buy	+400	New	+$71.7K	0.11%	112

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

Nalls Sherbakoff Group's SPGI Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its S&P Global (SPGI) stake by 19% in Q2 2026, selling an estimated $31.3K and leaving 326 shares worth $133K. The position accounts for 0.09% of the portfolio, ranked #117.

Nalls Sherbakoff Group first reported a position in SPGI in Q4 2018 and has held it in 11 quarters since. The position peaked at $250K in Q2 2025. 2,019 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Nalls Sherbakoff Group held 326 shares of S&P Global worth $133K as of Q2 2026.
Nalls Sherbakoff Group sold 74 S&P Global shares in Q2 2026, an estimated $31.3K.
S&P Global made up 0.09% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #117 holding.
Nalls Sherbakoff Group first reported a position in S&P Global in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's S&P Global position peaked at $250K in Q2 2025.
2,019 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.