Portfolio Design Labs’s S&P Global SPGI Stock Holding History

Portfolio Design Labs’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	$1.11M	Buy	2,721 +104	+4%	+$43.9K	0.18%	111
2026 Q1	$1.11M	Sell	2,617 -77	-3%	-$35.7K	0.2%	109
2025 Q4	$1.41M	Buy	2,694 +76	+3%	+$37.6K	0.23%	109
2025 Q3	$1.27M	Buy	2,618 +628	+32%	+$336K	0.22%	124
2025 Q2	$1.05M	Sell	1,990 -169	-8%	-$84.3K	0.21%	80
2025 Q1	$1.1M	Sell	2,159 -2,706	-56%	-$1.38M	0.23%	90
2024 Q4	$2.42M	Buy	4,865 +1,308	+37%	+$664K	0.5%	66
2024 Q3	$1.84M	Buy	+3,557	New	+$1.76M	0.51%	65

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

Portfolio Design Labs's SPGI Position: Q2 2026 in Review

Portfolio Design Labs increased its S&P Global (SPGI) stake by 4% in Q2 2026, buying an estimated $43.9K and bringing the position to 2,721 shares worth $1.11M. The position accounts for 0.18% of the portfolio, ranked #111.

Portfolio Design Labs first reported a position in SPGI in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.42M in Q4 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Portfolio Design Labs held 2,721 shares of S&P Global worth $1.11M as of Q2 2026.
Portfolio Design Labs bought 104 S&P Global shares in Q2 2026, an estimated $43.9K.
S&P Global made up 0.18% of Portfolio Design Labs's portfolio in Q2 2026, its #111 holding.
Portfolio Design Labs first reported a position in S&P Global in Q3 2024 and has held it in 8 quarters since.
Portfolio Design Labs's S&P Global position peaked at $2.42M in Q4 2024.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.