Plotkin Financial Advisors’s S&P Global SPGI Stock Holding History

Plotkin Financial Advisors’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	$422K	Sell	1,037 -20	-2%	-$8.45K	0.18%	73
2026 Q1	$450K	Hold	1,057	–	–	0.23%	61
2025 Q4	$552K	Hold	1,057	–	–	0.27%	56
2025 Q3	$514K	Hold	1,057	–	–	0.25%	58
2025 Q2	$557K	Buy	1,057 +48	+5%	+$24K	0.31%	50
2025 Q1	$513K	Buy	1,009 +25	+3%	+$12.8K	0.32%	50
2024 Q4	$490K	Hold	984	–	–	0.29%	49
2024 Q3	$508K	Buy	984 +84	+9%	+$41.6K	0.3%	50
2024 Q2	$401K	Hold	900	–	–	0.26%	58
2024 Q1	$383K	Hold	900	–	–	0.25%	57
2023 Q4	$396K	Hold	900	–	–	0.3%	54
2023 Q3	$329K	Hold	900	–	–	0.29%	56
2023 Q2	$361K	Hold	900	–	–	0.3%	53
2023 Q1	$310K	Hold	900	–	–	0.29%	54
2022 Q4	$301K	Hold	900	–	–	0.31%	49
2022 Q3	$275K	Hold	900	–	–	0.28%	54
2022 Q2	$303K	Hold	900	–	–	0.29%	53
2022 Q1	$369K	Hold	900	–	–	0.26%	56
2021 Q4	$425K	Hold	900	–	–	0.27%	56
2021 Q3	$382K	Hold	900	–	–	0.23%	63
2021 Q2	$369K	Hold	900	–	–	0.2%	67
2021 Q1	$318K	Hold	900	–	–	0.19%	56
2020 Q4	$296K	Hold	900	–	–	0.2%	51
2020 Q3	$325K	Hold	900	–	–	0.36%	45
2020 Q2	$297K	Hold	900	–	–	0.25%	46
2020 Q1	$221K	Hold	900	–	–	0.27%	49
2019 Q4	$246K	Buy	+900	New	+$234K	0.23%	58

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

Plotkin Financial Advisors's SPGI Position: Q2 2026 in Review

Plotkin Financial Advisors reduced its S&P Global (SPGI) stake by 1.9% in Q2 2026, selling an estimated $8.45K and leaving 1,037 shares worth $422K. The position accounts for 0.18% of the portfolio, ranked #73.

Plotkin Financial Advisors first reported a position in SPGI in Q4 2019 and has held it in 27 quarters since. The position peaked at $557K in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Plotkin Financial Advisors held 1,037 shares of S&P Global worth $422K as of Q2 2026.
Plotkin Financial Advisors sold 20 S&P Global shares in Q2 2026, an estimated $8.45K.
S&P Global made up 0.18% of Plotkin Financial Advisors's portfolio in Q2 2026, its #73 holding.
Plotkin Financial Advisors first reported a position in S&P Global in Q4 2019 and has held it in 27 quarters since.
Plotkin Financial Advisors's S&P Global position peaked at $557K in Q2 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.