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Optas LLC’s S&P Global SPGI Stock Holding History

Optas LLC’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 		$480K Buy
1,178
+52
+5% +$22K 0.07% 192
2026
Q1 		$479K Sell
1,126
-16
-1% -$7.43K 0.07% 172
2025
Q4 		$597K Buy
1,142
+127
+13% +$62.8K 0.09% 148
2025
Q3 		$494K Buy
1,015
+81
+9% +$43.4K 0.08% 153
2025
Q2 		$492K Buy
934
+31
+3% +$15.5K 0.09% 134
2025
Q1 		$459K Sell
903
-789
-47% -$403K 0.08% 130
2024
Q4 		$843K Buy
1,692
+858
+103% +$435K 0.18% 71
2024
Q3 		$431K Buy
834
+29
+4% +$14.4K 0.1% 127
2024
Q2 		$359K Buy
805
+16
+2% +$6.86K 0.09% 120
2024
Q1 		$336K Buy
789
+19
+2% +$8.23K 0.09% 128
2023
Q4 		$339K Buy
770
+49
+7% +$19.3K 0.1% 120
2023
Q3 		$263K Buy
721
+8
+1% +$3.15K 0.09% 137
2023
Q2 		$286K Buy
713
+42
+6% +$15.3K 0.1% 124
2023
Q1 		$231K Buy
671
+73
+12% +$25.7K 0.08% 140
2022
Q4 		$200K Sell
598
-81
-12% -$26.7K 0.08% 135
2022
Q3 		$208K Buy
679
+75
+12% +$26.8K 0.09% 124
2022
Q2 		$205K Buy
604
+25
+4% +$8.91K 0.08% 130
2022
Q1 		$237K Buy
+579
New +$236K 0.08% 130

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Optas LLC's SPGI Position: Q2 2026 in Review

Optas LLC increased its S&P Global (SPGI) stake by 4.6% in Q2 2026, buying an estimated $22K and bringing the position to 1,178 shares worth $480K. The position accounts for 0.07% of the portfolio, ranked #192.

Optas LLC first reported a position in SPGI in Q1 2022 and has held it in 18 quarters since. The position peaked at $843K in Q4 2024. 486 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Optas LLC held 1,178 shares of S&P Global worth $480K as of Q2 2026.
  • Optas LLC bought 52 S&P Global shares in Q2 2026, an estimated $22K.
  • S&P Global made up 0.07% of Optas LLC's portfolio in Q2 2026, its #192 holding.
  • Optas LLC first reported a position in S&P Global in Q1 2022 and has held it in 18 quarters since.
  • Optas LLC's S&P Global position peaked at $843K in Q4 2024.
  • 486 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.