Tounjian Advisory Partners’s S&P Global SPGI Stock Holding History

Tounjian Advisory Partners’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 Q1	$2.39M	Sell	5,622 -232	-4%	-$108K	0.86%	30
2025 Q4	$3.06M	Buy	5,854 +454	+8%	+$225K	1.04%	21
2025 Q3	$2.63M	Sell	5,400 -1,658	-23%	-$888K	0.88%	33
2025 Q2	$3.59M	Sell	7,058 -158	-2%	-$78.9K	0.7%	36
2025 Q1	$3.67M	Buy	+7,216	New	+$3.69M	0.69%	38

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Tounjian Advisory Partners's SPGI Position: Q1 2026 in Review

Tounjian Advisory Partners reduced its S&P Global (SPGI) stake by 4% in Q1 2026, selling an estimated $108K and leaving 5,622 shares worth $2.39M. The position accounts for 0.86% of the portfolio, ranked #30.

Tounjian Advisory Partners first reported a position in SPGI in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.67M in Q1 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Tounjian Advisory Partners held 5,622 shares of S&P Global worth $2.39M as of Q1 2026.
Tounjian Advisory Partners sold 232 S&P Global shares in Q1 2026, an estimated $108K.
S&P Global made up 0.86% of Tounjian Advisory Partners's portfolio in Q1 2026, its #30 holding.
Tounjian Advisory Partners first reported a position in S&P Global in Q1 2025 and has held it in 5 quarters since.
Tounjian Advisory Partners's S&P Global position peaked at $3.67M in Q1 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Tounjian Advisory Partners's 13F filing for Q1 2026, filed 10 Apr 2026.