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Ruggaard & Associates’s S&P Global SPGI Stock Holding History

Ruggaard & 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 		– Sell
-496
Closed -$211K – 131
2026
Q1 		$211K Buy
496
+21
+4% +$9.75K 0.08% 117
2025
Q4 		$248K Buy
475
+3
+0.6% +$1.48K 0.1% 110
2025
Q3 		$230K Hold
472
– – 0.09% 112
2025
Q2 		$249K Sell
472
-8
-2% -$3.99K 0.1% 102
2025
Q1 		$244K Buy
480
+5
+1% +$2.56K 0.11% 104
2024
Q4 		$237K Sell
475
-113
-19% -$57.3K 0.1% 103
2024
Q3 		$304K Sell
588
-15
-2% -$7.42K 0.13% 95
2024
Q2 		$269K Sell
603
-4
-0.7% -$1.72K 0.12% 96
2024
Q1 		$258K Buy
607
+27
+5% +$11.7K 0.12% 101
2023
Q4 		$256K Buy
580
+5
+0.9% +$1.97K 0.14% 97
2023
Q3 		$210K Sell
575
-35
-6% -$13.8K 0.13% 100
2023
Q2 		$245K Sell
610
-4
-0.7% -$1.46K 0.14% 95
2023
Q1 		$212K Buy
+614
New +$216K 0.13% 99

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

Ruggaard & Associates's SPGI Position: Q2 2026 in Review

Ruggaard & Associates sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 496 shares — an estimated $211K sold.

Ruggaard & Associates first reported a position in SPGI in Q1 2023 and held it in 13 quarters. The position peaked at $304K in Q3 2024. 2,019 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Ruggaard & Associates reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Ruggaard & Associates sold 496 S&P Global shares in Q2 2026, an estimated $211K.
  • Ruggaard & Associates first reported a position in S&P Global in Q1 2023 and held it in 13 quarters.
  • Ruggaard & Associates's S&P Global position peaked at $304K in Q3 2024.
  • 2,019 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.