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Samalin Investment Counsel’s S&P Global SPGI Stock Holding History

Samalin Investment Counsel’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 		$236K Sell
579
-9
-2% -$3.8K 0.07% 285
2026
Q1 		$250K Sell
588
-31
-5% -$14.4K 0.09% 261
2025
Q4 		$323K Sell
619
-35
-5% -$17.3K 0.11% 226
2025
Q3 		$318K Sell
654
-25
-4% -$13.4K 0.11% 238
2025
Q2 		$358K Sell
679
-36
-5% -$18K 0.14% 229
2025
Q1 		$364K Sell
715
-57
-7% -$29.1K 0.15% 207
2024
Q4 		$385K Hold
772
– – 0.17% 190
2024
Q3 		$399K Buy
772
+1
+0.1% +$495 0.17% 192
2024
Q2 		$344K Buy
771
+177
+30% +$75.9K 0.16% 201
2024
Q1 		$253K Sell
594
-105
-15% -$45.5K 0.12% 234
2023
Q4 		$308K Buy
699
+16
+2% +$6.31K 0.16% 209
2023
Q3 		$250K Sell
683
-45
-6% -$17.7K 0.14% 202
2023
Q2 		$292K Buy
+728
New +$266K 0.16% 183
2020
Q1 		– Sell
-78
Closed -$21K – 463
2019
Q4 		$21K Buy
+78
New +$20.3K 0.02% 372

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

Samalin Investment Counsel's SPGI Position: Q2 2026 in Review

Samalin Investment Counsel reduced its S&P Global (SPGI) stake by 1.5% in Q2 2026, selling an estimated $3.8K and leaving 579 shares worth $236K. The position accounts for 0.07% of the portfolio, ranked #285.

Samalin Investment Counsel first reported a position in SPGI in Q4 2019 and has held it in 14 quarters since. The position peaked at $399K in Q3 2024. 822 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Samalin Investment Counsel held 579 shares of S&P Global worth $236K as of Q2 2026.
  • Samalin Investment Counsel sold 9 S&P Global shares in Q2 2026, an estimated $3.8K.
  • S&P Global made up 0.07% of Samalin Investment Counsel's portfolio in Q2 2026, its #285 holding.
  • Samalin Investment Counsel first reported a position in S&P Global in Q4 2019 and has held it in 14 quarters since.
  • Samalin Investment Counsel's S&P Global position peaked at $399K in Q3 2024.
  • 822 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.