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Scholtz & Company’s S&P Global SPGI Stock Holding History

Scholtz & Company’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 		$4.33M Buy
10,185
+709
+7% +$329K 2.22% 17
2025
Q4 		$4.95M Buy
9,476
+1,340
+16% +$663K 2.15% 15
2025
Q3 		$3.96M Sell
8,136
-98
-1% -$52.5K 1.74% 21
2025
Q2 		$4.34M Sell
8,234
-45
-0.5% -$22.5K 1.91% 20
2025
Q1 		$4.21M Buy
8,279
+43
+0.5% +$22K 2.08% 21
2024
Q4 		$4.1M Buy
8,236
+412
+5% +$209K 1.96% 19
2024
Q3 		$4.04M Sell
7,824
-2,878
-27% -$1.42M 1.91% 21
2024
Q2 		$4.77M Buy
10,702
+926
+9% +$397K 2.03% 19
2024
Q1 		$4.16M Sell
9,776
-1,828
-16% -$792K 1.84% 22
2023
Q4 		$5.11M Sell
11,604
-2,487
-18% -$981K 2.53% 14
2023
Q3 		$5.15M Sell
14,091
-1,480
-10% -$582K 3.4% 10
2023
Q2 		$6.24M Sell
15,571
-239
-2% -$87.3K 3.91% 11
2023
Q1 		$5.45M Buy
15,810
+10,338
+189% +$3.64M 3.89% 12
2022
Q4 		$1.83M Sell
5,472
-311
-5% -$103K 1.3% 18
2022
Q3 		$2.06M Sell
5,783
-392
-6% -$140K 1.47% 22
2022
Q2 		$2.08M Sell
6,175
-9,083
-60% -$3.24M 1.28% 27
2022
Q1 		$6.26M Buy
15,258
+1,772
+13% +$722K 2.47% 12
2021
Q4 		$6.36M Buy
13,486
+38
+0.3% +$17.4K 2.06% 19
2021
Q3 		$5.71M Buy
13,448
+122
+0.9% +$52.9K 2.02% 19
2021
Q2 		$5.47M Buy
13,326
+235
+2% +$90.3K 1.87% 21
2021
Q1 		$4.62M Sell
13,091
-150
-1% -$49.9K 1.75% 24
2020
Q4 		$4.35M Buy
13,241
+986
+8% +$333K 1.7% 23
2020
Q3 		$4.42M Buy
12,255
+25
+0.2% +$8.82K 1.93% 16
2020
Q2 		$4.03M Buy
12,230
+530
+5% +$159K 2.01% 18
2020
Q1 		$2.87M Buy
+11,700
New +$3.21M 2.2% 18
2018
Q4 		– Sell
-22,782
Closed -$4.45M – 58
2018
Q3 		$4.45M Buy
22,782
+20,732
+1,011% +$4.28M 2.81% 15
2018
Q2 		$418K Buy
+2,050
New +$405K 0.29% 43

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Scholtz & Company's SPGI Position: Q1 2026 in Review

Scholtz & Company increased its S&P Global (SPGI) stake by 7.5% in Q1 2026, buying an estimated $329K and bringing the position to 10,185 shares worth $4.33M. The position accounts for 2.22% of the portfolio, ranked #17.

Scholtz & Company first reported a position in SPGI in Q2 2018 and has held it in 27 quarters since. The position peaked at $6.36M in Q4 2021. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Scholtz & Company held 10,185 shares of S&P Global worth $4.33M as of Q1 2026.
  • Scholtz & Company bought 709 S&P Global shares in Q1 2026, an estimated $329K.
  • S&P Global made up 2.22% of Scholtz & Company's portfolio in Q1 2026, its #17 holding.
  • Scholtz & Company first reported a position in S&P Global in Q2 2018 and has held it in 27 quarters since.
  • Scholtz & Company's S&P Global position peaked at $6.36M in Q4 2021.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Scholtz & Company's 13F filing for Q1 2026, filed 15 May 2026.