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Pinnacle Associates’s S&P Global SPGI Stock Holding History

Pinnacle Associates’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 		$2.01M Sell
4,932
-812
-14% -$343K 0.02% 411
2026
Q1 		$2.44M Buy
5,744
+406
+8% +$188K 0.03% 368
2025
Q4 		$2.79M Buy
5,338
+232
+5% +$115K 0.04% 341
2025
Q3 		$2.48M Buy
5,106
+23
+0.5% +$12.3K 0.03% 358
2025
Q2 		$2.68M Buy
5,083
+110
+2% +$54.9K 0.04% 338
2025
Q1 		$2.53M Buy
4,973
+1,048
+27% +$535K 0.04% 338
2024
Q4 		$1.95M Buy
3,925
+1,408
+56% +$714K 0.03% 372
2024
Q3 		$1.11M Buy
2,517
+184
+8% +$91.1K 0.02% 453
2024
Q2 		$1.04M Sell
2,333
-246
-10% -$106K 0.02% 460
2024
Q1 		$1.1M Buy
2,579
+62
+2% +$26.9K 0.02% 465
2023
Q4 		$1.11M Buy
2,517
+387
+18% +$153K 0.02% 461
2023
Q3 		$778K Buy
2,130
+539
+34% +$212K 0.01% 490
2023
Q2 		$638K Buy
1,591
+19
+1% +$6.94K 0.01% 536
2023
Q1 		$542K Buy
1,572
+226
+17% +$79.5K 0.01% 504
2022
Q4 		$451K Buy
1,346
+398
+42% +$131K 0.01% 520
2022
Q3 		$289K Buy
948
+126
+15% +$45.1K 0.01% 607
2022
Q2 		$277K Buy
+822
New +$293K 0.01% 629

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

Pinnacle Associates's SPGI Position: Q2 2026 in Review

Pinnacle Associates reduced its S&P Global (SPGI) stake by 14% in Q2 2026, selling an estimated $343K and leaving 4,932 shares worth $2.01M. The position accounts for 0.02% of the portfolio, ranked #411.

Pinnacle Associates first reported a position in SPGI in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.79M in Q4 2025. 2,023 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Pinnacle Associates held 4,932 shares of S&P Global worth $2.01M as of Q2 2026.
  • Pinnacle Associates sold 812 S&P Global shares in Q2 2026, an estimated $343K.
  • S&P Global made up 0.02% of Pinnacle Associates's portfolio in Q2 2026, its #411 holding.
  • Pinnacle Associates first reported a position in S&P Global in Q2 2022 and has held it in 17 quarters since.
  • Pinnacle Associates's S&P Global position peaked at $2.79M in Q4 2025.
  • 2,023 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.