SummitTX Capital’s S&P Global SPGI Stock Holding History

SummitTX Capital’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	-6,184	Closed	-$2.63M	–	1004
2026 Q1	$2.63M	Buy	+6,184	New	+$2.87M	0.08%	259
2025 Q4	–	Sell	-811	Closed	-$395K	–	950
2025 Q3	$395K	Buy	+811	New	+$434K	0.02%	572
2025 Q2	–	Sell	-26,234	Closed	-$13.3M	–	993
2025 Q1	$13.3M	Buy	+26,234	New	+$13.4M	0.57%	22

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

SummitTX Capital's SPGI Position: Q2 2026 in Review

SummitTX Capital sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 6,184 shares — an estimated $2.63M sold.

SummitTX Capital first reported a position in SPGI in Q1 2025 and held it in 3 quarters. The position peaked at $13.3M in Q1 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

SummitTX Capital reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
SummitTX Capital sold 6,184 S&P Global shares in Q2 2026, an estimated $2.63M.
SummitTX Capital first reported a position in S&P Global in Q1 2025 and held it in 3 quarters.
SummitTX Capital's S&P Global position peaked at $13.3M in Q1 2025.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.