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PYA Waltman Capital’s S&P Global SPGI Stock Holding History

PYA Waltman Capital’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 		– Sell
-29,969
Closed -$12.7M – 73
2026
Q1 		$12.7M Buy
29,969
+3,785
+14% +$1.76M 3.53% 10
2025
Q4 		$13.7M Buy
26,184
+1,851
+8% +$916K 3.68% 11
2025
Q3 		$11.8M Buy
24,333
+752
+3% +$403K 3.17% 12
2025
Q2 		$12.4M Buy
23,581
+1,145
+5% +$571K 3.58% 11
2025
Q1 		$11.4M Sell
22,436
-171
-0.8% -$87.4K 3.58% 10
2024
Q4 		$11.3M Sell
22,607
-109
-0.5% -$55.3K 3.63% 11
2024
Q3 		$11.7M Buy
22,716
+171
+0.8% +$84.6K 3.84% 9
2024
Q2 		$10.1M Buy
22,545
+158
+0.7% +$67.8K 3.69% 11
2024
Q1 		$9.52M Buy
22,387
+56
+0.3% +$24.3K 3.53% 11
2023
Q4 		$9.84M Sell
22,331
-91
-0.4% -$35.9K 4.1% 8
2023
Q3 		$8.19M Buy
22,422
+164
+0.7% +$64.5K 3.47% 10
2023
Q2 		$8.65M Sell
22,258
-425
-2% -$155K 3.73% 9
2023
Q1 		$7.82M Sell
22,683
-904
-4% -$318K 3.88% 8
2022
Q4 		$7.9M Sell
23,587
-208
-0.9% -$68.6K 4.15% 8
2022
Q3 		$7.27M Buy
23,795
+4,149
+21% +$1.48M 4.27% 8
2022
Q2 		$6.62M Buy
19,646
+1,474
+8% +$525K 3.69% 8
2022
Q1 		$7.45M Buy
+18,172
New +$7.4M 3.67% 8

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

PYA Waltman Capital's SPGI Position: Q2 2026 in Review

PYA Waltman Capital sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 29,969 shares — an estimated $12.7M sold.

PYA Waltman Capital first reported a position in SPGI in Q1 2022 and held it in 17 quarters. The position peaked at $13.7M in Q4 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • PYA Waltman Capital reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • PYA Waltman Capital sold 29,969 S&P Global shares in Q2 2026, an estimated $12.7M.
  • PYA Waltman Capital first reported a position in S&P Global in Q1 2022 and held it in 17 quarters.
  • PYA Waltman Capital's S&P Global position peaked at $13.7M in Q4 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on PYA Waltman Capital's 13F filing for Q2 2026, filed 14 Aug 2026.