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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ruggaard & Associates's SPGI Position: Q1 2026 in Review

Ruggaard & Associates increased its S&P Global (SPGI) stake by 4.4% in Q1 2026, buying an estimated $9.75K and bringing the position to 496 shares worth $211K. The position accounts for 0.08% of the portfolio, ranked #117.

Ruggaard & Associates first reported a position in SPGI in Q1 2023 and has held it in 13 quarters since. The position peaked at $304K in Q3 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Ruggaard & Associates held 496 shares of S&P Global worth $211K as of Q1 2026.
Ruggaard & Associates bought 21 S&P Global shares in Q1 2026, an estimated $9.75K.
S&P Global made up 0.08% of Ruggaard & Associates's portfolio in Q1 2026, its #117 holding.
Ruggaard & Associates first reported a position in S&P Global in Q1 2023 and has held it in 13 quarters since.
Ruggaard & Associates's S&P Global position peaked at $304K in Q3 2024.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.