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

Planning Alternatives’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	$266K	Buy	654 +44	+7%	+$18.6K	0.03%	99
2026 Q1	$259K	Buy	+610	New	+$283K	0.03%	87

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

Planning Alternatives's SPGI Position: Q2 2026 in Review

Planning Alternatives increased its S&P Global (SPGI) stake by 7.2% in Q2 2026, buying an estimated $18.6K and bringing the position to 654 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #99.

Planning Alternatives first reported a position in SPGI in Q1 2026 and has held it in 2 quarters since. 2,014 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Planning Alternatives held 654 shares of S&P Global worth $266K as of Q2 2026.
Planning Alternatives bought 44 S&P Global shares in Q2 2026, an estimated $18.6K.
S&P Global made up 0.03% of Planning Alternatives's portfolio in Q2 2026, its #99 holding.
Planning Alternatives first reported a position in S&P Global in Q1 2026 and has held it in 2 quarters since.
2,014 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

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