ticino wealth’s S&P Global SPGI Stock Holding History

ticino 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	$988K	Buy	2,425 +963	+66%	+$407K	0.31%	88
2026 Q1	$666K	Buy	1,462 +564	+63%	+$262K	0.23%	96
2025 Q4	$469K	Buy	+898	New	+$444K	0.17%	114

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

ticino wealth's SPGI Position: Q2 2026 in Review

ticino wealth increased its S&P Global (SPGI) stake by 66% in Q2 2026, buying an estimated $407K and bringing the position to 2,425 shares worth $988K. The position accounts for 0.31% of the portfolio, ranked #88.

ticino wealth first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. 2,005 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

ticino wealth held 2,425 shares of S&P Global worth $988K as of Q2 2026.
ticino wealth bought 963 S&P Global shares in Q2 2026, an estimated $407K.
S&P Global made up 0.31% of ticino wealth's portfolio in Q2 2026, its #88 holding.
ticino wealth first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
2,005 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on ticino wealth's 13F filing for Q2 2026, filed 20 Jul 2026.