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

Rockingstone 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 		$2.67M Sell
6,548
-183
-3% -$77.3K 1.07% 37
2026
Q1 		$2.86M Buy
6,731
+281
+4% +$130K 1.31% 36
2025
Q4 		$3.37M Buy
6,450
+504
+8% +$249K 1.54% 26
2025
Q3 		$2.89M Buy
5,946
+520
+10% +$278K 1.43% 29
2025
Q2 		$2.86M Sell
5,426
-1,710
-24% -$853K 1.5% 27
2025
Q1 		$3.63M Buy
7,136
+399
+6% +$204K 1.63% 24
2024
Q4 		$3.36M Sell
6,737
-953
-12% -$484K 1.48% 24
2024
Q3 		$3.97M Sell
7,690
-33
-0.4% -$16.3K 1.95% 18
2024
Q2 		$3.44M Buy
7,723
+65
+0.8% +$27.9K 1.77% 20
2024
Q1 		$3.26M Sell
7,658
-137
-2% -$59.4K 1.68% 21
2023
Q4 		$3.43M Sell
7,795
-2,287
-23% -$903K 1.92% 15
2023
Q3 		$3.68M Buy
10,082
+116
+1% +$45.6K 2.04% 11
2023
Q2 		$4M Sell
9,966
-5
-0.1% -$1.83K 2.25% 10
2023
Q1 		$3.44M Sell
9,971
-43
-0.4% -$15.1K 2.09% 10
2022
Q4 		$3.35M Buy
+10,014
New +$3.3M 2.51% 5

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Rockingstone Advisors's SPGI Position: Q2 2026 in Review

Rockingstone Advisors reduced its S&P Global (SPGI) stake by 2.7% in Q2 2026, selling an estimated $77.3K and leaving 6,548 shares worth $2.67M. The position accounts for 1.07% of the portfolio, ranked #37.

Rockingstone Advisors first reported a position in SPGI in Q4 2022 and has held it in 15 quarters since. The position peaked at $4M in Q2 2023. 821 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Rockingstone Advisors held 6,548 shares of S&P Global worth $2.67M as of Q2 2026.
  • Rockingstone Advisors sold 183 S&P Global shares in Q2 2026, an estimated $77.3K.
  • S&P Global made up 1.07% of Rockingstone Advisors's portfolio in Q2 2026, its #37 holding.
  • Rockingstone Advisors first reported a position in S&P Global in Q4 2022 and has held it in 15 quarters since.
  • Rockingstone Advisors's S&P Global position peaked at $4M in Q2 2023.
  • 821 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.