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Shulman DeMeo Asset Management’s S&P Global SPGI Stock Holding History

Shulman DeMeo Asset Management’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 		$436K Buy
1,071
+1
+0.1% +$422 0.08% 83
2026
Q1 		$455K Sell
1,070
-8
-0.7% -$3.71K 0.1% 75
2025
Q4 		$563K Buy
1,078
+1
+0.1% +$495 0.13% 58
2025
Q3 		$524K Sell
1,077
-8
-0.7% -$4.28K 0.12% 61
2025
Q2 		$572K Sell
1,085
-5
-0.5% -$2.5K 0.14% 56
2025
Q1 		$554K Buy
1,090
+1
+0.1% +$511 0.16% 57
2024
Q4 		$542K Buy
1,089
+1
+0.1% +$507 0.15% 54
2024
Q3 		$562K Buy
1,088
+1
+0.1% +$495 0.14% 60
2024
Q2 		$485K Buy
1,087
+1
+0.1% +$429 0.13% 65
2024
Q1 		$462K Buy
1,086
+1
+0.1% +$433 0.12% 76
2023
Q4 		$478K Buy
1,085
+5
+0.5% +$1.97K 0.14% 68
2023
Q3 		$395K Buy
1,080
+1
+0.1% +$393 0.13% 73
2023
Q2 		$433K Buy
1,079
+1
+0.1% +$365 0.13% 69
2023
Q1 		$372K Buy
1,078
+1
+0.1% +$352 0.12% 83
2022
Q4 		$361K Buy
1,077
+1
+0.1% +$330 0.12% 84
2022
Q3 		$328K Buy
1,076
+2
+0.2% +$716 0.12% 87
2022
Q2 		$362K Buy
1,074
+2
+0.2% +$713 0.12% 88
2022
Q1 		$440K Buy
1,072
+2
+0.2% +$815 0.12% 84
2021
Q4 		$505K Buy
+1,070
New +$489K 0.13% 69
2021
Q3 		– Sell
-1,067
Closed -$438K – 124
2021
Q2 		$438K Buy
1,067
+1
+0.1% +$384 0.17% 37
2021
Q1 		$376K Buy
1,066
+2
+0.2% +$666 0.1% 93
2020
Q4 		$350K Buy
1,064
+2
+0.2% +$675 0.1% 96
2020
Q3 		$383K Buy
1,062
+1
+0.1% +$353 0.13% 77
2020
Q2 		$349K Buy
1,061
+2
+0.2% +$601 0.14% 76
2020
Q1 		$259K Buy
1,059
+3
+0.3% +$823 0.12% 76
2019
Q4 		$288K Buy
1,056
+1
+0.1% +$260 0.1% 98
2019
Q3 		$258K Buy
1,055
+2
+0.2% +$500 0.09% 108
2019
Q2 		$240K Buy
1,053
+2
+0.2% +$437 0.09% 112
2019
Q1 		$221K Buy
+1,051
New +$204K 0.08% 110

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

Shulman DeMeo Asset Management's SPGI Position: Q2 2026 in Review

Shulman DeMeo Asset Management increased its S&P Global (SPGI) stake by 0.09% in Q2 2026, buying an estimated $422 and bringing the position to 1,071 shares worth $436K. The position accounts for 0.08% of the portfolio, ranked #83.

Shulman DeMeo Asset Management first reported a position in SPGI in Q1 2019 and has held it in 29 quarters since. The position peaked at $572K in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Shulman DeMeo Asset Management held 1,071 shares of S&P Global worth $436K as of Q2 2026.
  • Shulman DeMeo Asset Management bought 1 S&P Global share in Q2 2026, an estimated $422.
  • S&P Global made up 0.08% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #83 holding.
  • Shulman DeMeo Asset Management first reported a position in S&P Global in Q1 2019 and has held it in 29 quarters since.
  • Shulman DeMeo Asset Management's S&P Global position peaked at $572K in Q2 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.