Peloton Wealth Strategists’s S&P Global SPGI Stock Holding History

Peloton Wealth Strategists’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	$1.1M	Sell	2,707 -1,310	-33%	-$553K	0.41%	62
2026 Q1	$1.71M	Sell	4,017 -222	-5%	-$103K	0.69%	53
2025 Q4	$2.21M	Buy	4,239 +154	+4%	+$76.2K	0.86%	44
2025 Q3	$1.99M	Sell	4,085 -315	-7%	-$169K	0.78%	47
2025 Q2	$2.32M	Hold	4,400	–	–	0.93%	42
2025 Q1	$2.24M	Buy	4,400 +127	+3%	+$64.9K	0.93%	40
2024 Q4	$2.13M	Hold	4,273	–	–	0.86%	43
2024 Q3	$2.21M	Sell	4,273 -50	-1%	-$24.7K	0.88%	44
2024 Q2	$1.93M	Sell	4,323 -133	-3%	-$57.1K	0.79%	46
2024 Q1	$1.9M	Buy	4,456 +963	+28%	+$417K	0.77%	46
2023 Q4	$1.54M	Buy	3,493 +576	+20%	+$227K	0.67%	52
2023 Q3	$1.07M	Buy	2,917 +860	+42%	+$338K	0.49%	61
2023 Q2	$825K	Buy	+2,057	New	+$752K	0.37%	67

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Peloton Wealth Strategists's SPGI Position: Q2 2026 in Review

Peloton Wealth Strategists reduced its S&P Global (SPGI) stake by 33% in Q2 2026, selling an estimated $553K and leaving 2,707 shares worth $1.1M. The position accounts for 0.41% of the portfolio, ranked #62.

Peloton Wealth Strategists first reported a position in SPGI in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.32M in Q2 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Peloton Wealth Strategists held 2,707 shares of S&P Global worth $1.1M as of Q2 2026.
Peloton Wealth Strategists sold 1,310 S&P Global shares in Q2 2026, an estimated $553K.
S&P Global made up 0.41% of Peloton Wealth Strategists's portfolio in Q2 2026, its #62 holding.
Peloton Wealth Strategists first reported a position in S&P Global in Q2 2023 and has held it in 13 quarters since.
Peloton Wealth Strategists's S&P Global position peaked at $2.32M in Q2 2025.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Peloton Wealth Strategists's 13F filing for Q2 2026, filed 10 Aug 2026.