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Simon Quick Advisors’s S&P Global SPGI Stock Holding History

Simon Quick Advisors’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
-557
Closed -$237K – 435
2026
Q1 		$237K Sell
557
-106
-16% -$49.2K 0.01% 340
2025
Q4 		$346K Buy
663
+126
+23% +$62.3K 0.02% 294
2025
Q3 		$261K Buy
+537
New +$288K 0.01% 345
2025
Q2 		– Sell
-2,357
Closed -$1.2M – 607
2025
Q1 		$1.2M Buy
2,357
+321
+16% +$164K 0.07% 147
2024
Q4 		$1.01M Buy
2,036
+129
+7% +$65.5K 0.06% 149
2024
Q3 		$985K Buy
1,907
+189
+11% +$93.5K 0.06% 155
2024
Q2 		$766K Buy
1,718
+279
+19% +$120K 0.05% 162
2024
Q1 		$612K Buy
1,439
+213
+17% +$92.3K 0.05% 176
2023
Q4 		$540K Buy
1,226
+14
+1% +$5.53K 0.05% 167
2023
Q3 		$443K Buy
1,212
+614
+103% +$241K 0.04% 179
2023
Q2 		$240K Buy
+598
New +$218K 0.02% 245
2022
Q2 		– Sell
-45
Closed -$18K – 368
2022
Q1 		$18K Buy
45
+2
+5% +$815 0.01% 281
2021
Q4 		$20K Sell
43
-41
-49% -$18.8K 0.01% 289
2021
Q3 		$35K Buy
84
+29
+53% +$12.6K 0.01% 287
2021
Q2 		$22K Buy
55
+12
+28% +$4.61K 0.01% 328
2021
Q1 		$15K Hold
43
– – ﹤0.01% 371
2020
Q4 		$14K Sell
43
-21
-33% -$7.08K ﹤0.01% 351
2020
Q3 		$23K Buy
64
+31
+94% +$10.9K 0.01% 294
2020
Q2 		$11K Hold
33
– – ﹤0.01% 318
2020
Q1 		$8K Buy
33
+29
+725% +$7.96K ﹤0.01% 326
2019
Q4 		$1K Buy
+4
New +$1.04K ﹤0.01% 645
2019
Q3 		– Sell
-6
Closed -$1.37K – 507
2019
Q2 		$1.37K Buy
+6
New +$1.31K ﹤0.01% 397

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

Simon Quick Advisors's SPGI Position: Q2 2026 in Review

Simon Quick Advisors sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 557 shares — an estimated $237K sold.

Simon Quick Advisors first reported a position in SPGI in Q2 2019 and held it in 22 quarters. The position peaked at $1.2M in Q1 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Simon Quick Advisors reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Simon Quick Advisors sold 557 S&P Global shares in Q2 2026, an estimated $237K.
  • Simon Quick Advisors first reported a position in S&P Global in Q2 2019 and held it in 22 quarters.
  • Simon Quick Advisors's S&P Global position peaked at $1.2M in Q1 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.