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North Star Investment Management’s S&P Global SPGI Stock Holding History

North Star Investment 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 		$23.2K Sell
57
-9
-14% -$3.8K ﹤0.01% 896
2026
Q1 		$28.1K Buy
66
+5
+8% +$2.32K ﹤0.01% 849
2025
Q4 		$31.9K Buy
61
+35
+135% +$17.3K ﹤0.01% 762
2025
Q3 		$12.7K Hold
26
– – ﹤0.01% 872
2025
Q2 		$13.7K Hold
26
– – ﹤0.01% 841
2025
Q1 		$13.2K Hold
26
– – ﹤0.01% 808
2024
Q4 		$12.9K Hold
26
– – ﹤0.01% 820
2024
Q3 		$13.4K Hold
26
– – ﹤0.01% 784
2024
Q2 		$11.6K Hold
26
– – ﹤0.01% 791
2024
Q1 		$11.1K Hold
26
– – ﹤0.01% 839
2023
Q4 		$11.5K Hold
26
– – ﹤0.01% 809
2023
Q3 		$9.5K Buy
26
+16
+160% +$6.29K ﹤0.01% 848
2023
Q2 		$4.01K Hold
10
– – ﹤0.01% 1000
2023
Q1 		$3.45K Hold
10
– – ﹤0.01% 1032
2022
Q4 		$3.35K Buy
+10
New +$3.3K ﹤0.01% 1020
2020
Q2 		– Sell
-170
Closed -$42K – 1031
2020
Q1 		$42K Sell
170
-200
-54% -$54.9K 0.01% 514
2019
Q4 		$101K Hold
370
– – 0.01% 434
2019
Q3 		$91K Buy
+370
New +$92.5K 0.01% 438
2019
Q2 		– Sell
-370
Closed -$78K – 850
2019
Q1 		$78K Sell
370
-435
-54% -$84.2K 0.01% 481
2018
Q4 		$137K Hold
805
– – 0.02% 376
2018
Q3 		$157K Hold
805
– – 0.02% 377
2018
Q2 		$164K Hold
805
– – 0.02% 378
2018
Q1 		$154K Buy
805
+290
+56% +$53.5K 0.02% 380
2017
Q4 		$87K Hold
515
– – 0.01% 452
2017
Q3 		$80K Buy
515
+315
+158% +$47.9K 0.01% 465
2017
Q2 		$29K Hold
200
– – ﹤0.01% 633
2017
Q1 		$26K Hold
200
– – ﹤0.01% 634
2016
Q4 		$22K Hold
200
– – ﹤0.01% 628
2016
Q3 		$25K Hold
200
– – ﹤0.01% 514
2016
Q2 		$21K Buy
+200
New +$21.5K ﹤0.01% 534

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

North Star Investment Management's SPGI Position: Q2 2026 in Review

North Star Investment Management reduced its S&P Global (SPGI) stake by 14% in Q2 2026, selling an estimated $3.8K and leaving 57 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

North Star Investment Management first reported a position in SPGI in Q2 2016 and has held it in 30 quarters since. The position peaked at $164K in Q2 2018. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • North Star Investment Management held 57 shares of S&P Global worth $23.2K as of Q2 2026.
  • North Star Investment Management sold 9 S&P Global shares in Q2 2026, an estimated $3.8K.
  • S&P Global made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #896 holding.
  • North Star Investment Management first reported a position in S&P Global in Q2 2016 and has held it in 30 quarters since.
  • North Star Investment Management's S&P Global position peaked at $164K in Q2 2018.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.