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

Nelson 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	$2.59M	Sell	6,363 -266	-4%	-$112K	0.28%	55
2026 Q1	$2.82M	Sell	6,629 -3,245	-33%	-$1.51M	0.34%	52
2025 Q4	$5.16M	Sell	9,874 -58	-0.6%	-$28.7K	0.6%	30
2025 Q3	$4.83M	Buy	9,932 +93	+0.9%	+$49.8K	0.58%	31
2025 Q2	$5.19M	Buy	9,839 +127	+1%	+$63.4K	0.69%	29
2025 Q1	$4.93M	Buy	9,712 +83	+0.9%	+$42.4K	0.85%	30
2024 Q4	$4.8M	Buy	9,629 +426	+5%	+$216K	0.79%	28
2024 Q3	$4.75M	Buy	+9,203	New	+$4.55M	0.8%	31

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

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

Nelson Capital Management reduced its S&P Global (SPGI) stake by 4% in Q2 2026, selling an estimated $112K and leaving 6,363 shares worth $2.59M. The position accounts for 0.28% of the portfolio, ranked #55.

Nelson Capital Management first reported a position in SPGI in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.19M in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Nelson Capital Management held 6,363 shares of S&P Global worth $2.59M as of Q2 2026.
Nelson Capital Management sold 266 S&P Global shares in Q2 2026, an estimated $112K.
S&P Global made up 0.28% of Nelson Capital Management's portfolio in Q2 2026, its #55 holding.
Nelson Capital Management first reported a position in S&P Global in Q3 2024 and has held it in 8 quarters since.
Nelson Capital Management's S&P Global position peaked at $5.19M in Q2 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.