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StrongBox Wealth’s S&P Global SPGI Stock Holding History

StrongBox Wealth’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 		$234K Hold
575
– – 0.07% 94
2026
Q1 		$245K Hold
575
– – 0.08% 87
2025
Q4 		$300K Hold
575
– – 0.1% 83
2025
Q3 		$280K Hold
575
– – 0.09% 83
2025
Q2 		$303K Hold
575
– – 0.12% 76
2025
Q1 		$292K Hold
575
– – 0.12% 78
2024
Q4 		$286K Hold
575
– – 0.12% 77
2024
Q3 		$297K Hold
575
– – 0.13% 75
2024
Q2 		$256K Hold
575
– – 0.12% 77
2024
Q1 		$245K Sell
575
-10
-2% -$4.33K 0.13% 74
2023
Q4 		$258K Buy
585
+10
+2% +$3.95K 0.15% 68
2023
Q3 		$210K Buy
+575
New +$226K 0.13% 81

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

StrongBox Wealth's SPGI Position: Q2 2026 in Review

StrongBox Wealth held its S&P Global (SPGI) position steady in Q2 2026 at 575 shares worth $234K. The position accounts for 0.07% of the portfolio, ranked #94.

StrongBox Wealth first reported a position in SPGI in Q3 2023 and has held it in 12 quarters since. The position peaked at $303K in Q2 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • StrongBox Wealth held 575 shares of S&P Global worth $234K as of Q2 2026.
  • StrongBox Wealth left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up 0.07% of StrongBox Wealth's portfolio in Q2 2026, its #94 holding.
  • StrongBox Wealth first reported a position in S&P Global in Q3 2023 and has held it in 12 quarters since.
  • StrongBox Wealth's S&P Global position peaked at $303K in Q2 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.