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Tucker Asset Management’s S&P Global SPGI Stock Holding History

Tucker Asset 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
Q1 		– Sell
-13
Closed -$6.79K – 927
2025
Q4 		$6.79K Buy
+13
New +$6.43K ﹤0.01% 645
2025
Q1 		– Sell
-15
Closed -$7.47K – 838
2024
Q4 		$7.47K Buy
15
+7
+88% +$3.55K ﹤0.01% 859
2024
Q3 		$4.13K Hold
8
– – ﹤0.01% 977
2024
Q2 		$3.57K Buy
8
+4
+100% +$1.72K ﹤0.01% 1170
2024
Q1 		$1.7K Hold
4
– – ﹤0.01% 1345
2023
Q4 		$1.76K Sell
4
-7
-64% -$2.76K ﹤0.01% 1154
2023
Q3 		$4.02K Sell
11
-4
-27% -$1.57K ﹤0.01% 877
2023
Q2 		$6.01K Buy
15
+3
+25% +$1.1K ﹤0.01% 631
2023
Q1 		$4.14K Buy
+12
New +$4.22K ﹤0.01% 746

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Tucker Asset Management's SPGI Position: Q1 2026 in Review

Tucker Asset Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 13 shares — an estimated $6.79K sold.

Tucker Asset Management first reported a position in SPGI in Q1 2023 and held it in 9 quarters. The position peaked at $7.47K in Q4 2024. 2,124 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Tucker Asset Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 13 S&P Global shares in Q1 2026, an estimated $6.79K.
  • Tucker Asset Management first reported a position in S&P Global in Q1 2023 and held it in 9 quarters.
  • Tucker Asset Management's S&P Global position peaked at $7.47K in Q4 2024.
  • 2,124 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.