Suncoast Equity Management’s S&P Global SPGI Stock Holding History

Suncoast Equity Management’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	$20M	Sell	49,096 -4,264	-8%	-$1.8M	2.5%	16
2026 Q1	$22.7M	Buy	+53,360	New	+$24.8M	2.72%	15
2022 Q1	–	Sell	-455	Closed	-$215K	–	61
2021 Q4	$215K	Buy	+455	New	+$208K	0.03%	52

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

Suncoast Equity Management's SPGI Position: Q2 2026 in Review

Suncoast Equity Management reduced its S&P Global (SPGI) stake by 8% in Q2 2026, selling an estimated $1.8M and leaving 49,096 shares worth $20M. The position accounts for 2.5% of the portfolio, ranked #16.

Suncoast Equity Management first reported a position in SPGI in Q4 2021 and has held it in 3 quarters since. The position peaked at $22.7M in Q1 2026. 2,005 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Suncoast Equity Management held 49,096 shares of S&P Global worth $20M as of Q2 2026.
Suncoast Equity Management sold 4,264 S&P Global shares in Q2 2026, an estimated $1.8M.
S&P Global made up 2.5% of Suncoast Equity Management's portfolio in Q2 2026, its #16 holding.
Suncoast Equity Management first reported a position in S&P Global in Q4 2021 and has held it in 3 quarters since.
Suncoast Equity Management's S&P Global position peaked at $22.7M in Q1 2026.
2,005 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Suncoast Equity Management's 13F filing for Q2 2026, filed 4 Aug 2026.