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Richard W. Paul & Associates’s S&P Global SPGI Stock Holding History

Richard W. Paul & Associates’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 		$729K Sell
1,789
-86
-5% -$36.3K 0.22% 110
2026
Q1 		$798K Sell
1,875
-11
-0.6% -$5.11K 0.27% 98
2025
Q4 		$986K Buy
1,886
+327
+21% +$162K 0.33% 87
2025
Q3 		$759K Buy
1,559
+120
+8% +$64.3K 0.26% 92
2025
Q2 		$759K Buy
1,439
+24
+2% +$12K 0.27% 91
2025
Q1 		$719K Buy
1,415
+35
+3% +$17.9K 0.28% 89
2024
Q4 		$687K Buy
1,380
+35
+3% +$17.8K 0.25% 104
2024
Q3 		$695K Sell
1,345
-42
-3% -$20.8K 0.25% 108
2024
Q2 		$619K Buy
1,387
+73
+6% +$31.3K 0.24% 108
2024
Q1 		$559K Sell
1,314
-5
-0.4% -$2.17K 0.22% 110
2023
Q4 		$581K Sell
1,319
-50
-4% -$19.7K 0.24% 103
2023
Q3 		$501K Sell
1,369
-32
-2% -$12.6K 0.23% 99
2023
Q2 		$562K Buy
1,401
+182
+15% +$66.5K 0.24% 105
2023
Q1 		$420K Buy
1,219
+130
+12% +$45.8K 0.19% 116
2022
Q4 		$365K Buy
+1,089
New +$359K 0.18% 126

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

Richard W. Paul & Associates's SPGI Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its S&P Global (SPGI) stake by 4.6% in Q2 2026, selling an estimated $36.3K and leaving 1,789 shares worth $729K. The position accounts for 0.22% of the portfolio, ranked #110.

Richard W. Paul & Associates first reported a position in SPGI in Q4 2022 and has held it in 15 quarters since. The position peaked at $986K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Richard W. Paul & Associates held 1,789 shares of S&P Global worth $729K as of Q2 2026.
  • Richard W. Paul & Associates sold 86 S&P Global shares in Q2 2026, an estimated $36.3K.
  • S&P Global made up 0.22% of Richard W. Paul & Associates's portfolio in Q2 2026, its #110 holding.
  • Richard W. Paul & Associates first reported a position in S&P Global in Q4 2022 and has held it in 15 quarters since.
  • Richard W. Paul & Associates's S&P Global position peaked at $986K in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.