True North Advisors’s S&P Global SPGI Stock Holding History

True North Advisors’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	$1.96M	Sell	4,803 -244	-5%	-$103K	0.19%	81
2026 Q1	$2.15M	Sell	5,047 -110	-2%	-$51.1K	0.24%	66
2025 Q4	$2.69M	Buy	5,157 +169	+3%	+$83.6K	0.35%	49
2025 Q3	$2.43M	Buy	4,988 +269	+6%	+$144K	0.39%	46
2025 Q2	$2.49M	Sell	4,719 -521	-10%	-$260K	0.48%	50
2025 Q1	$2.66M	Buy	+5,240	New	+$2.68M	0.47%	50
2024 Q4	–	Sell	-534	Closed	-$276K	–	230
2024 Q3	$276K	Buy	534 +69	+15%	+$34.1K	0.07%	152
2024 Q2	$207K	Sell	465 -22	-5%	-$9.44K	0.06%	186
2024 Q1	$207K	Buy	+487	New	+$211K	0.06%	186

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

True North Advisors's SPGI Position: Q2 2026 in Review

True North Advisors reduced its S&P Global (SPGI) stake by 4.8% in Q2 2026, selling an estimated $103K and leaving 4,803 shares worth $1.96M. The position accounts for 0.19% of the portfolio, ranked #81.

True North Advisors first reported a position in SPGI in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.69M in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

True North Advisors held 4,803 shares of S&P Global worth $1.96M as of Q2 2026.
True North Advisors sold 244 S&P Global shares in Q2 2026, an estimated $103K.
S&P Global made up 0.19% of True North Advisors's portfolio in Q2 2026, its #81 holding.
True North Advisors first reported a position in S&P Global in Q1 2024 and has held it in 9 quarters since.
True North Advisors's S&P Global position peaked at $2.69M in Q4 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.