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Peak Planning Group’s S&P Global SPGI Stock Holding History

Peak Planning Group’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 		$208K Buy
512
+1
+0.2% +$422 0.05% 125
2026
Q1 		$217K Buy
511
+1
+0.2% +$464 0.06% 114
2025
Q4 		$266K Buy
510
+1
+0.2% +$495 0.07% 104
2025
Q3 		$248K Buy
509
+1
+0.2% +$535 0.13% 79
2025
Q2 		$268K Sell
508
-193
-28% -$96.3K 0.17% 71
2025
Q1 		$356K Sell
701
-5
-0.7% -$2.56K 0.15% 80
2024
Q4 		$352K Buy
706
+10
+1% +$5.07K 0.15% 83
2024
Q3 		$360K Buy
696
+1
+0.1% +$495 0.16% 83
2024
Q2 		$310K Buy
695
+1
+0.1% +$429 0.15% 86
2024
Q1 		$295K Buy
694
+1
+0.1% +$433 0.19% 60
2023
Q4 		$305K Buy
693
+1
+0.1% +$395 0.22% 58
2023
Q3 		$253K Buy
692
+2
+0.3% +$786 0.2% 69
2023
Q2 		$277K Buy
690
+2
+0.3% +$731 0.21% 71
2023
Q1 		$237K Sell
688
-18
-3% -$6.33K 0.19% 75
2022
Q4 		$237K Buy
706
+1
+0.1% +$330 0.21% 72
2022
Q3 		$215K Buy
705
+2
+0.3% +$716 0.2% 75
2022
Q2 		$237K Buy
+703
New +$251K 0.2% 68
2021
Q4 		$330K Buy
+700
New +$320K 0.24% 62

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

Peak Planning Group's SPGI Position: Q2 2026 in Review

Peak Planning Group increased its S&P Global (SPGI) stake by 0.2% in Q2 2026, buying an estimated $422 and bringing the position to 512 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #125.

Peak Planning Group first reported a position in SPGI in Q4 2021 and has held it in 18 quarters since. The position peaked at $360K in Q3 2024. 2,014 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Peak Planning Group held 512 shares of S&P Global worth $208K as of Q2 2026.
  • Peak Planning Group bought 1 S&P Global share in Q2 2026, an estimated $422.
  • S&P Global made up 0.05% of Peak Planning Group's portfolio in Q2 2026, its #125 holding.
  • Peak Planning Group first reported a position in S&P Global in Q4 2021 and has held it in 18 quarters since.
  • Peak Planning Group's S&P Global position peaked at $360K in Q3 2024.
  • 2,014 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.