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Rational Advisors’s S&P Global SPGI Stock Holding History

Rational 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 		$44.8K Buy
110
+10
+10% +$4.22K ﹤0.01% 143
2026
Q1 		$42.5K Hold
100
– – ﹤0.01% 127
2025
Q4 		$52.3K Buy
100
+10
+11% +$4.95K 0.01% 131
2025
Q3 		$43.8K Buy
90
+18
+25% +$9.64K ﹤0.01% 138
2025
Q2 		$38K Buy
+72
New +$35.9K ﹤0.01% 139
2024
Q2 		– Sell
-196
Closed -$83.4K – 226
2024
Q1 		$83.4K Sell
196
-58
-23% -$25.1K 0.01% 128
2023
Q4 		$112K Sell
254
-388
-60% -$153K 0.01% 118
2023
Q3 		$235K Sell
642
-131
-17% -$51.5K 0.02% 109
2023
Q2 		$310K Buy
+773
New +$282K 0.03% 111
2021
Q1 		– Sell
-307
Closed -$101K – 231
2020
Q4 		$101K Buy
307
+282
+1,128% +$95.1K 0.03% 158
2020
Q3 		$9K Sell
25
-509
-95% -$180K ﹤0.01% 294
2020
Q2 		$176K Sell
534
-16
-3% -$4.81K 0.09% 145
2020
Q1 		$135K Sell
550
-5,274
-91% -$1.45M 0.1% 138
2019
Q4 		$1.59M Buy
5,824
+1,321
+29% +$343K 0.75% 37
2019
Q3 		$1.1M Buy
4,503
+3,358
+293% +$839K 0.43% 68
2019
Q2 		$261K Sell
1,145
-7,950
-87% -$1.74M 0.09% 186
2019
Q1 		$1.92M Buy
9,095
+6,604
+265% +$1.28M 0.52% 70
2018
Q4 		$423K Sell
2,491
-5,286
-68% -$947K 0.13% 124
2018
Q3 		$1.52M Sell
7,777
-1,568
-17% -$324K 0.36% 79
2018
Q2 		$1.91M Buy
9,345
+2,156
+30% +$426K 0.9% 33
2018
Q1 		$1.37M Buy
7,189
+189
+3% +$34.9K 0.65% 44
2017
Q4 		$1.19M Sell
7,000
-500
-7% -$81.6K 0.61% 53
2017
Q3 		$1.17M Sell
7,500
-500
-6% -$76K 0.63% 51
2017
Q2 		$1.17M Buy
8,000
+5,700
+248% +$791K 0.73% 36
2017
Q1 		$301K Buy
+2,300
New +$286K 0.2% 127

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

Rational Advisors's SPGI Position: Q2 2026 in Review

Rational Advisors increased its S&P Global (SPGI) stake by 10% in Q2 2026, buying an estimated $4.22K and bringing the position to 110 shares worth $44.8K. The position accounts for ﹤0.01% of the portfolio, ranked #143.

Rational Advisors first reported a position in SPGI in Q1 2017 and has held it in 25 quarters since. The position peaked at $1.92M in Q1 2019. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Rational Advisors held 110 shares of S&P Global worth $44.8K as of Q2 2026.
  • Rational Advisors bought 10 S&P Global shares in Q2 2026, an estimated $4.22K.
  • S&P Global made up ﹤0.01% of Rational Advisors's portfolio in Q2 2026, its #143 holding.
  • Rational Advisors first reported a position in S&P Global in Q1 2017 and has held it in 25 quarters since.
  • Rational Advisors's S&P Global position peaked at $1.92M in Q1 2019.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.