Truvestments Capital’s S&P Global SPGI Stock Holding History

Truvestments Capital’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	-159	Closed	-$67.6K	–	1272
2026 Q1	$67.6K	Sell	159 -22	-12%	-$10.2K	0.01%	456
2025 Q4	$94.6K	Buy	181 +15	+9%	+$7.42K	0.02%	346
2025 Q3	$80.8K	Buy	166 +75	+82%	+$40.2K	0.01%	375
2025 Q2	$48K	Sell	91 -6	-6%	-$2.99K	0.01%	402
2025 Q1	$49.3K	Buy	97 +83	+593%	+$42.4K	0.01%	403
2024 Q4	$6.97K	Hold	14	–	–	﹤0.01%	658
2024 Q3	$7.23K	Buy	+14	New	+$6.93K	﹤0.01%	626

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

Truvestments Capital's SPGI Position: Q2 2026 in Review

Truvestments Capital sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 159 shares — an estimated $67.6K sold.

Truvestments Capital first reported a position in SPGI in Q3 2024 and held it in 7 quarters. The position peaked at $94.6K in Q4 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Truvestments Capital reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
Truvestments Capital sold 159 S&P Global shares in Q2 2026, an estimated $67.6K.
Truvestments Capital first reported a position in S&P Global in Q3 2024 and held it in 7 quarters.
Truvestments Capital's S&P Global position peaked at $94.6K in Q4 2025.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.