Oakmont Corp
SPGI icon

Oakmont Corp’s S&P Global SPGI Stock Holding History

Oakmont Corp’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
Q3 		$27.3M Sell
69,311
-5,570
-7% -$2.36M 5.28% 8
2026
Q2 		$30.5M Sell
74,881
-9,156
-11% -$3.87M 6.07% 8
2026
Q1 		$35.7M Buy
84,037
+2,612
+3% +$1.21M 6.79% 7
2025
Q4 		$42.6M Buy
81,425
+1,932
+2% +$956K 7.36% 6
2025
Q3 		$38.7M Sell
79,493
-1,328
-2% -$711K 6.92% 6
2025
Q2 		$42.6M Sell
80,821
-295
-0.4% -$147K 7.46% 6
2025
Q1 		$41.2M Sell
81,116
-471
-0.6% -$241K 8.13% 7
2024
Q4 		$40.6M Buy
81,587
+2,920
+4% +$1.48M 7.1% 7
2024
Q3 		$38M Buy
78,667
+32,336
+70% +$16M 7.31% 7
2024
Q2 		$20.7M Buy
46,331
+13,530
+41% +$5.8M 4.55% 6
2024
Q1 		$14M Buy
32,801
+5,528
+20% +$2.4M 3.42% 9
2023
Q4 		$12M Buy
27,273
+20,881
+327% +$8.24M 3.15% 10
2023
Q3 		$2.34M Hold
6,392
– – 0.67% 16
2023
Q2 		$2.56M Hold
6,392
– – 0.33% 16
2023
Q1 		$2.2M Hold
6,392
– – 0.3% 17
2022
Q4 		$2.14M Hold
6,392
– – 0.34% 16
2022
Q3 		$1.95M Hold
6,392
– – 0.31% 15
2022
Q2 		$2.15M Hold
6,392
– – 0.3% 16
2022
Q1 		$2.62M Hold
6,392
– – 0.24% 18
2021
Q4 		$3.02M Hold
6,392
– – 0.24% 15
2021
Q3 		$2.72M Sell
6,392
-239
-4% -$104K 0.21% 17
2021
Q2 		$2.72M Hold
6,631
– – 0.2% 16
2021
Q1 		$2.34M Hold
6,631
– – 0.21% 18
2020
Q4 		$2.18M Hold
6,631
– – 0.19% 17
2020
Q3 		$2.39M Buy
6,631
+3,753
+130% +$1.32M 0.25% 17
2020
Q2 		$948K Hold
2,878
– – 0.12% 18
2020
Q1 		$705K Hold
2,878
– – 0.13% 16
2019
Q4 		$786K Buy
+2,878
New +$748K 0.12% 16

Other funds holding SPGI

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Oakmont Corp's SPGI Position: Q3 2026 in Review

Oakmont Corp reduced its S&P Global (SPGI) stake by 7.4% in Q3 2026, selling an estimated $2.36M and leaving 69,311 shares worth $27.3M. The position accounts for 5.28% of the portfolio, ranked #8.

Oakmont Corp first reported a position in SPGI in Q4 2019 and has held it in 28 quarters since. The position peaked at $42.6M in Q2 2025. 1,472 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Oakmont Corp held 69,311 shares of S&P Global worth $27.3M as of Q3 2026.
  • Oakmont Corp sold 5,570 S&P Global shares in Q3 2026, an estimated $2.36M.
  • S&P Global made up 5.28% of Oakmont Corp's portfolio in Q3 2026, its #8 holding.
  • Oakmont Corp first reported a position in S&P Global in Q4 2019 and has held it in 28 quarters since.
  • Oakmont Corp's S&P Global position peaked at $42.6M in Q2 2025.
  • 1,472 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Oakmont Corp's 13F filing for Q3 2026, filed 9 Nov 2026.