SP
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Stonebrook Private’s S&P Global SPGI Stock Holding History

Stonebrook Private’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 		$353K Buy
866
+25
+3% +$10.6K 0.06% 164
2026
Q1 		$358K Buy
841
+44
+6% +$20.4K 0.08% 147
2025
Q4 		$417K Sell
797
-1,151
-59% -$570K 0.09% 138
2025
Q3 		$948K Sell
1,948
-84
-4% -$45K 0.2% 88
2025
Q2 		$1.07M Sell
2,032
-67
-3% -$33.4K 0.25% 85
2025
Q1 		$1.07M Buy
2,099
+30
+1% +$15.3K 0.28% 81
2024
Q4 		$1.03M Buy
2,069
+117
+6% +$59.4K 0.27% 77
2024
Q3 		$1.01M Buy
1,952
+72
+4% +$35.6K 0.27% 79
2024
Q2 		$838K Buy
1,880
+211
+13% +$90.5K 0.24% 85
2024
Q1 		$710K Buy
1,669
+137
+9% +$59.4K 0.21% 94
2023
Q4 		$675K Buy
+1,532
New +$605K 0.23% 87

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

Stonebrook Private's SPGI Position: Q2 2026 in Review

Stonebrook Private increased its S&P Global (SPGI) stake by 3% in Q2 2026, buying an estimated $10.6K and bringing the position to 866 shares worth $353K. The position accounts for 0.06% of the portfolio, ranked #164.

Stonebrook Private first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.07M in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Stonebrook Private held 866 shares of S&P Global worth $353K as of Q2 2026.
  • Stonebrook Private bought 25 S&P Global shares in Q2 2026, an estimated $10.6K.
  • S&P Global made up 0.06% of Stonebrook Private's portfolio in Q2 2026, its #164 holding.
  • Stonebrook Private first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
  • Stonebrook Private's S&P Global position peaked at $1.07M in Q2 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.