Prosperity Consulting Group’s S&P Global SPGI Stock Holding History

Prosperity Consulting Group’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	$1.6M	Sell	3,917 -38	-1%	-$16K	0.06%	199
2026 Q1	$1.68M	Sell	3,955 -494	-11%	-$229K	0.07%	175
2025 Q4	$2.33M	Buy	4,449 +120	+3%	+$59.4K	0.1%	144
2025 Q3	$2.11M	Sell	4,329 -974	-18%	-$522K	0.1%	154
2025 Q2	$2.8M	Sell	5,303 -80	-1%	-$39.9K	0.2%	110
2025 Q1	$2.74M	Sell	5,383 -400	-7%	-$204K	0.21%	110
2024 Q4	$2.88M	Buy	5,783 +545	+10%	+$277K	0.22%	104
2024 Q3	$2.71M	Buy	+5,238	New	+$2.59M	0.21%	112

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

Prosperity Consulting Group's SPGI Position: Q2 2026 in Review

Prosperity Consulting Group reduced its S&P Global (SPGI) stake by 0.96% in Q2 2026, selling an estimated $16K and leaving 3,917 shares worth $1.6M. The position accounts for 0.06% of the portfolio, ranked #199.

Prosperity Consulting Group first reported a position in SPGI in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.88M in Q4 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Prosperity Consulting Group held 3,917 shares of S&P Global worth $1.6M as of Q2 2026.
Prosperity Consulting Group sold 38 S&P Global shares in Q2 2026, an estimated $16K.
S&P Global made up 0.06% of Prosperity Consulting Group's portfolio in Q2 2026, its #199 holding.
Prosperity Consulting Group first reported a position in S&P Global in Q3 2024 and has held it in 8 quarters since.
Prosperity Consulting Group's S&P Global position peaked at $2.88M in Q4 2024.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.