Triad Investment Management’s S&P Global SPGI Stock Holding History

Triad Investment 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	$2.39M	Buy	5,857 +2,225	+61%	+$940K	2.63%	17
2026 Q1	$1.54M	Buy	3,632 +3,075	+552%	+$1.43M	1.82%	22
2025 Q4	$291K	Buy	+557	New	+$276K	0.29%	33
2024 Q1	$366K	Buy	861 +7	+0.8%	+$3.03K	0.44%	31
2023 Q4	$376K	Sell	854 -8	-0.9%	-$3.16K	0.49%	32
2023 Q3	$315K	Hold	862	–	–	0.46%	34
2023 Q2	$346K	Hold	862	–	–	0.48%	36
2023 Q1	$297K	Buy	862 +23	+3%	+$8.1K	0.43%	37
2022 Q4	$281K	Hold	839	–	–	0.44%	42
2022 Q3	$256K	Hold	839	–	–	0.44%	42
2022 Q2	$283K	Buy	839 +43	+5%	+$15.3K	0.42%	46
2022 Q1	$327K	Buy	796 +313	+65%	+$127K	0.31%	48
2021 Q4	$228K	Buy	+483	New	+$221K	0.21%	55

Other funds holding SPGI

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Triad Investment Management's SPGI Position: Q2 2026 in Review

Triad Investment Management increased its S&P Global (SPGI) stake by 61% in Q2 2026, buying an estimated $940K and bringing the position to 5,857 shares worth $2.39M. The position accounts for 2.63% of the portfolio, ranked #17.

Triad Investment Management first reported a position in SPGI in Q4 2021 and has held it in 13 quarters since. 549 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Triad Investment Management held 5,857 shares of S&P Global worth $2.39M as of Q2 2026.
Triad Investment Management bought 2,225 S&P Global shares in Q2 2026, an estimated $940K.
S&P Global made up 2.63% of Triad Investment Management's portfolio in Q2 2026, its #17 holding.
Triad Investment Management first reported a position in S&P Global in Q4 2021 and has held it in 13 quarters since.
549 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Triad Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.