Stamos Capital Partners’s S&P Global SPGI Stock Holding History

Stamos Capital Partners’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	$2.1M	Buy	5,167 +218	+4%	+$92.1K	0.32%	97
2026 Q1	$2.11M	Buy	4,949 +1,741	+54%	+$808K	0.33%	92
2025 Q4	$1.68M	Buy	3,208 +1,997	+165%	+$988K	0.27%	100
2025 Q3	$589K	Sell	1,211 -437	-27%	-$234K	0.11%	123
2025 Q2	$869K	Buy	1,648 +463	+39%	+$231K	0.16%	118
2025 Q1	$602K	Sell	1,185 -325	-22%	-$166K	0.16%	119
2024 Q4	$752K	Buy	1,510 +1,010	+202%	+$512K	0.18%	114
2024 Q3	$258K	Sell	500 -670	-57%	-$332K	0.06%	122
2024 Q2	$522K	Buy	+1,170	New	+$502K	0.11%	124

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Stamos Capital Partners's SPGI Position: Q2 2026 in Review

Stamos Capital Partners increased its S&P Global (SPGI) stake by 4.4% in Q2 2026, buying an estimated $92.1K and bringing the position to 5,167 shares worth $2.1M. The position accounts for 0.32% of the portfolio, ranked #97.

Stamos Capital Partners first reported a position in SPGI in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.11M in Q1 2026. 2,023 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Stamos Capital Partners held 5,167 shares of S&P Global worth $2.1M as of Q2 2026.
Stamos Capital Partners bought 218 S&P Global shares in Q2 2026, an estimated $92.1K.
S&P Global made up 0.32% of Stamos Capital Partners's portfolio in Q2 2026, its #97 holding.
Stamos Capital Partners first reported a position in S&P Global in Q2 2024 and has held it in 9 quarters since.
Stamos Capital Partners's S&P Global position peaked at $2.11M in Q1 2026.
2,023 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.