Princeton Global Asset Management’s S&P Global SPGI Stock Holding History

Princeton Global Asset Management’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	$114K	Sell	279 -5	-2%	-$2.11K	0.02%	280
2026 Q1	$121K	Hold	284	–	–	0.02%	256
2025 Q4	$148K	Hold	284	–	–	0.02%	228
2025 Q3	$138K	Hold	284	–	–	0.02%	227
2025 Q2	$150K	Buy	284 +84	+42%	+$41.9K	0.03%	211
2025 Q1	$102K	Hold	200	–	–	0.02%	225
2024 Q4	$99.6K	Hold	200	–	–	0.02%	243
2024 Q3	$103K	Hold	200	–	–	0.02%	240
2024 Q2	$89.2K	Hold	200	–	–	0.02%	230
2024 Q1	$85.1K	Sell	200 -208	-51%	-$90.2K	0.02%	214
2023 Q4	$180K	Buy	408 +8	+2%	+$3.16K	0.05%	169
2023 Q3	$146K	Buy	400 +200	+100%	+$78.6K	0.04%	175
2023 Q2	$80.2K	Hold	200	–	–	0.02%	215
2023 Q1	$69K	Hold	200	–	–	0.02%	226
2022 Q4	$67K	Hold	200	–	–	0.02%	216
2022 Q3	$61K	Hold	200	–	–	0.02%	219
2022 Q2	$67K	Hold	200	–	–	0.02%	226
2022 Q1	$82K	Buy	+200	New	+$81.5K	0.02%	221
2020 Q3	–	Sell	-128	Closed	-$42K	–	522
2020 Q2	$42K	Hold	128	–	–	0.01%	267
2020 Q1	$31K	Hold	128	–	–	0.01%	268
2019 Q4	$35K	Buy	+128	New	+$33.3K	0.01%	275

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

Princeton Global Asset Management's SPGI Position: Q2 2026 in Review

Princeton Global Asset Management reduced its S&P Global (SPGI) stake by 1.8% in Q2 2026, selling an estimated $2.11K and leaving 279 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #280.

Princeton Global Asset Management first reported a position in SPGI in Q4 2019 and has held it in 21 quarters since. The position peaked at $180K in Q4 2023. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Princeton Global Asset Management held 279 shares of S&P Global worth $114K as of Q2 2026.
Princeton Global Asset Management sold 5 S&P Global shares in Q2 2026, an estimated $2.11K.
S&P Global made up 0.02% of Princeton Global Asset Management's portfolio in Q2 2026, its #280 holding.
Princeton Global Asset Management first reported a position in S&P Global in Q4 2019 and has held it in 21 quarters since.
Princeton Global Asset Management's S&P Global position peaked at $180K in Q4 2023.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.