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SPGI icon

NovaPoint Capital’s S&P Global SPGI Stock Holding History

NovaPoint Capital’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 		$4.93M Buy
12,117
+551
+5% +$233K 1.03% 36
2026
Q1 		$4.92M Buy
11,566
+473
+4% +$220K 1.23% 34
2025
Q4 		$5.8M Buy
11,093
+327
+3% +$162K 1.49% 27
2025
Q3 		$5.24M Buy
10,766
+698
+7% +$374K 1.28% 27
2025
Q2 		$5.31M Buy
10,068
+406
+4% +$203K 1.63% 22
2025
Q1 		$4.91M Buy
9,662
+169
+2% +$86.4K 1.51% 18
2024
Q4 		$4.73M Buy
9,493
+196
+2% +$99.4K 1.44% 22
2024
Q3 		$4.8M Buy
9,297
+119
+1% +$58.9K 1.49% 19
2024
Q2 		$4.09M Buy
9,178
+286
+3% +$123K 1.39% 21
2024
Q1 		$3.78M Sell
8,892
-922
-9% -$400K 1.33% 25
2023
Q4 		$4.32M Sell
9,814
-504
-5% -$199K 1.61% 13
2023
Q3 		$3.77M Buy
10,318
+372
+4% +$146K 1.5% 18
2023
Q2 		$3.99M Sell
9,946
-52
-0.5% -$19K 1.49% 15
2023
Q1 		$3.45M Buy
9,998
+289
+3% +$102K 1.41% 24
2022
Q4 		$3.25M Buy
9,709
+482
+5% +$159K 1.42% 26
2022
Q3 		$2.82M Sell
9,227
-230
-2% -$82.3K 1.28% 28
2022
Q2 		$3.19M Buy
9,457
+68
+0.7% +$24.2K 1.39% 25
2022
Q1 		$3.85M Buy
9,389
+328
+4% +$134K 1.4% 20
2021
Q4 		$4.28M Buy
9,061
+525
+6% +$240K 1.53% 17
2021
Q3 		$3.63M Buy
8,536
+19
+0.2% +$8.23K 1.46% 20
2021
Q2 		$3.5M Buy
8,517
+157
+2% +$60.3K 1.45% 23
2021
Q1 		$2.95M Buy
8,360
+84
+1% +$28K 1.38% 24
2020
Q4 		$2.72M Buy
8,276
+1,395
+20% +$471K 1.42% 22
2020
Q3 		$2.48M Sell
6,881
-199
-3% -$70.2K 1.61% 13
2020
Q2 		$2.33M Buy
7,080
+101
+1% +$30.4K 1.74% 11
2020
Q1 		$1.71M Sell
6,979
-195
-3% -$53.5K 1.56% 15
2019
Q4 		$1.96M Buy
+7,174
New +$1.86M 1.54% 17

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 $3.37T AUM 44.26% 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

NovaPoint Capital's SPGI Position: Q2 2026 in Review

NovaPoint Capital increased its S&P Global (SPGI) stake by 4.8% in Q2 2026, buying an estimated $233K and bringing the position to 12,117 shares worth $4.93M. The position accounts for 1.03% of the portfolio, ranked #36.

NovaPoint Capital first reported a position in SPGI in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.8M in Q4 2025. 2,016 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • NovaPoint Capital held 12,117 shares of S&P Global worth $4.93M as of Q2 2026.
  • NovaPoint Capital bought 551 S&P Global shares in Q2 2026, an estimated $233K.
  • S&P Global made up 1.03% of NovaPoint Capital's portfolio in Q2 2026, its #36 holding.
  • NovaPoint Capital first reported a position in S&P Global in Q4 2019 and has held it in 27 quarters since.
  • NovaPoint Capital's S&P Global position peaked at $5.8M in Q4 2025.
  • 2,016 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.