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SPGI icon

Optimize Financial’s S&P Global SPGI Stock Holding History

Optimize Financial’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 		$427K Sell
1,049
-3
-0.3% -$1.27K 0.15% 193
2026
Q1 		$447K Buy
1,052
+202
+24% +$93.8K 0.22% 152
2025
Q4 		$444K Buy
850
+12
+1% +$5.94K 0.22% 180
2025
Q3 		$408K Buy
838
+115
+16% +$61.6K 0.21% 205
2025
Q2 		$381K Sell
723
-4
-0.6% -$2K 0.23% 124
2025
Q1 		$369K Buy
727
+73
+11% +$37.3K 0.14% 135
2024
Q4 		$326K Buy
+654
New +$332K 0.24% 126

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

Optimize Financial's SPGI Position: Q2 2026 in Review

Optimize Financial reduced its S&P Global (SPGI) stake by 0.29% in Q2 2026, selling an estimated $1.27K and leaving 1,049 shares worth $427K. The position accounts for 0.15% of the portfolio, ranked #193.

Optimize Financial first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $447K in Q1 2026. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Optimize Financial held 1,049 shares of S&P Global worth $427K as of Q2 2026.
  • Optimize Financial sold 3 S&P Global shares in Q2 2026, an estimated $1.27K.
  • S&P Global made up 0.15% of Optimize Financial's portfolio in Q2 2026, its #193 holding.
  • Optimize Financial first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
  • Optimize Financial's S&P Global position peaked at $447K in Q1 2026.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.