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PDS Planning’s S&P Global SPGI Stock Holding History

PDS Planning’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 		$759K Sell
1,864
-116
-6% -$49K 0.04% 212
2026
Q1 		$842K Buy
1,980
+145
+8% +$67.3K 0.06% 170
2025
Q4 		$959K Sell
1,835
-115
-6% -$56.9K 0.06% 146
2025
Q3 		$949K Buy
1,950
+43
+2% +$23K 0.07% 137
2025
Q2 		$1.01M Buy
1,907
+63
+3% +$31.4K 0.07% 127
2025
Q1 		$937K Buy
1,844
+148
+9% +$75.6K 0.08% 111
2024
Q4 		$845K Buy
1,696
+15
+0.9% +$7.61K 0.08% 111
2024
Q3 		$868K Buy
1,681
+68
+4% +$33.7K 0.08% 115
2024
Q2 		$719K Sell
1,613
-73
-4% -$31.3K 0.07% 116
2024
Q1 		$717K Buy
1,686
+82
+5% +$35.5K 0.08% 115
2023
Q4 		$707K Buy
1,604
+18
+1% +$7.1K 0.08% 101
2023
Q3 		$580K Buy
1,586
+5
+0.3% +$1.97K 0.08% 111
2023
Q2 		$634K Buy
1,581
+395
+33% +$144K 0.08% 109
2023
Q1 		$409K Buy
1,186
+503
+74% +$177K 0.06% 142
2022
Q4 		$229K Sell
683
-24
-3% -$7.91K 0.04% 180
2022
Q3 		$216K Sell
707
-193
-21% -$69K 0.04% 171
2022
Q2 		$303K Buy
900
+218
+32% +$77.7K 0.05% 137
2022
Q1 		$280K Buy
682
+252
+59% +$103K 0.05% 159
2021
Q4 		$203K Buy
+430
New +$197K 0.04% 195

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

PDS Planning's SPGI Position: Q2 2026 in Review

PDS Planning reduced its S&P Global (SPGI) stake by 5.9% in Q2 2026, selling an estimated $49K and leaving 1,864 shares worth $759K. The position accounts for 0.04% of the portfolio, ranked #212.

PDS Planning first reported a position in SPGI in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.01M in Q2 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • PDS Planning held 1,864 shares of S&P Global worth $759K as of Q2 2026.
  • PDS Planning sold 116 S&P Global shares in Q2 2026, an estimated $49K.
  • S&P Global made up 0.04% of PDS Planning's portfolio in Q2 2026, its #212 holding.
  • PDS Planning first reported a position in S&P Global in Q4 2021 and has held it in 19 quarters since.
  • PDS Planning's S&P Global position peaked at $1.01M in Q2 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.