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OV Management’s S&P Global SPGI Stock Holding History

OV Management’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
-468
Closed -$199K – 51
2026
Q1 		$199K Sell
468
-1,463
-76% -$679K 0.41% 33
2025
Q4 		$1.01M Hold
1,931
– – 0.87% 29
2025
Q3 		$940K Sell
1,931
-2
-0.1% -$1.07K 0.8% 34
2025
Q2 		$1.02M Sell
1,933
-2,938
-60% -$1.47M 0.85% 24
2025
Q1 		$2.47M Buy
4,871
+500
+11% +$255K 1.16% 29
2024
Q4 		$2.18M Buy
4,371
+319
+8% +$162K 1.01% 24
2024
Q3 		$2.09M Buy
4,052
+5
+0.1% +$2.47K 1.39% 21
2024
Q2 		$1.8M Buy
4,047
+47
+1% +$20.2K 1.26% 23
2024
Q1 		$1.7M Hold
4,000
– – 1.23% 27
2023
Q4 		$1.76M Buy
+4,000
New +$1.58M 1.45% 18

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

OV Management's SPGI Position: Q2 2026 in Review

OV Management sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 468 shares — an estimated $199K sold.

OV Management first reported a position in SPGI in Q4 2023 and held it in 10 quarters. The position peaked at $2.47M in Q1 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • OV Management reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • OV Management sold 468 S&P Global shares in Q2 2026, an estimated $199K.
  • OV Management first reported a position in S&P Global in Q4 2023 and held it in 10 quarters.
  • OV Management's S&P Global position peaked at $2.47M in Q1 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on OV Management's 13F filing for Q2 2026, filed 10 Aug 2026.