Sunpointe’s S&P Global SPGI Stock Holding History

Sunpointe’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	-477	Closed	-$203K	–	304
2026 Q1	$203K	Sell	477 -37	-7%	-$17.2K	0.07%	256
2025 Q4	$269K	Buy	514 +53	+11%	+$26.2K	0.09%	201
2025 Q3	$224K	Buy	461 +3	+0.7%	+$1.61K	0.08%	223
2025 Q2	$241K	Sell	458 -58	-11%	-$28.9K	0.1%	197
2025 Q1	$262K	Buy	516 +44	+9%	+$22.5K	0.14%	133
2024 Q4	$235K	Hold	472	–	–	0.12%	158
2024 Q3	$244K	Sell	472 -26	-5%	-$12.9K	0.2%	131
2024 Q2	$222K	Buy	+498	New	+$214K	0.14%	138
2024 Q1	–	Sell	-482	Closed	-$212K	–	142
2023 Q4	$212K	Buy	+482	New	+$190K	0.27%	116

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

Sunpointe's SPGI Position: Q2 2026 in Review

Sunpointe sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 477 shares — an estimated $203K sold.

Sunpointe first reported a position in SPGI in Q4 2023 and held it in 9 quarters. The position peaked at $269K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Sunpointe reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
Sunpointe sold 477 S&P Global shares in Q2 2026, an estimated $203K.
Sunpointe first reported a position in S&P Global in Q4 2023 and held it in 9 quarters.
Sunpointe's S&P Global position peaked at $269K in Q4 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.