OQS
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Occudo Quantitative Strategies’s S&P Global SPGI Stock Holding History

Occudo Quantitative Strategies’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 		– Sell
-663
Closed -$286K – 951
2026
Q1 		$286K Buy
+663
New +$308K 0.02% 613
2024
Q4 		– Sell
-1,985
Closed -$1.03M – 933
2024
Q3 		$1.03M Buy
1,985
+947
+91% +$469K 0.19% 149
2024
Q2 		$463K Buy
+1,038
New +$445K 0.08% 317
2023
Q2 		– Sell
-13,530
Closed -$4.66M – 1268
2023
Q1 		$4.66M Buy
13,530
+2,935
+28% +$1.03M 0.42% 49
2022
Q4 		$3.55M Sell
10,595
-4,150
-28% -$1.37M 0.41% 41
2022
Q3 		$4.5M Buy
+14,745
New +$5.28M 0.35% 47
2021
Q1 		– Sell
-4,423
Closed -$1.45M – 914
2020
Q4 		$1.45M Buy
+4,423
New +$1.49M 0.46% 26

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

Occudo Quantitative Strategies's SPGI Position: Q2 2026 in Review

Occudo Quantitative Strategies sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 663 shares — an estimated $286K sold.

Occudo Quantitative Strategies first reported a position in SPGI in Q4 2020 and held it in 7 quarters. The position peaked at $4.66M in Q1 2023. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Occudo Quantitative Strategies reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 663 S&P Global shares in Q2 2026, an estimated $286K.
  • Occudo Quantitative Strategies first reported a position in S&P Global in Q4 2020 and held it in 7 quarters.
  • Occudo Quantitative Strategies's S&P Global position peaked at $4.66M in Q1 2023.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.