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Natural Investments’s S&P Global SPGI Stock Holding History

Natural Investments’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 		$512K Buy
1,259
+63
+5% +$26.6K 0.11% 157
2026
Q1 		$508K Buy
1,196
+2
+0.2% +$929 0.13% 158
2025
Q4 		$624K Buy
1,194
+88
+8% +$43.5K 0.16% 132
2025
Q3 		$538K Buy
1,106
+2
+0.2% +$1.07K 0.13% 127
2025
Q2 		$582K Buy
1,104
+253
+30% +$126K 0.15% 128
2025
Q1 		$432K Buy
851
+9
+1% +$4.6K 0.12% 150
2024
Q4 		$419K Buy
+842
New +$427K 0.12% 153

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Natural Investments's SPGI Position: Q2 2026 in Review

Natural Investments increased its S&P Global (SPGI) stake by 5.3% in Q2 2026, buying an estimated $26.6K and bringing the position to 1,259 shares worth $512K. The position accounts for 0.11% of the portfolio, ranked #157.

Natural Investments first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $624K in Q4 2025. 1,142 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Natural Investments held 1,259 shares of S&P Global worth $512K as of Q2 2026.
  • Natural Investments bought 63 S&P Global shares in Q2 2026, an estimated $26.6K.
  • S&P Global made up 0.11% of Natural Investments's portfolio in Q2 2026, its #157 holding.
  • Natural Investments first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
  • Natural Investments's S&P Global position peaked at $624K in Q4 2025.
  • 1,142 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.