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

Planning Strategies’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	$7.33K	Buy	+18	New	+$7.6K	﹤0.01%	371

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

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Planning Strategies's SPGI Position: Q2 2026 in Review

Planning Strategies opened a new position in S&P Global (SPGI) in Q2 2026: 18 shares worth $7.33K. The stake represents ﹤0.01% of the portfolio and ranks #371 among its holdings.

1,906 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Planning Strategies held 18 shares of S&P Global worth $7.33K as of Q2 2026.
S&P Global was a new Planning Strategies position in Q2 2026.
S&P Global made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #371 holding.
1,906 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.