VCM
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Virtue Capital Management’s S&P Global SPGI Stock Holding History

Virtue Capital 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 		$396K Buy
972
+257
+36% +$109K 0.05% 233
2026
Q1 		$299K Buy
715
+12
+2% +$5.57K 0.05% 257
2025
Q4 		$360K Sell
703
-10,828
-94% -$5.36M 0.06% 212
2025
Q3 		$296K Buy
11,531
+11,082
+2,468% +$5.93M 0.05% 242
2025
Q2 		$237K Sell
449
-501
-53% -$250K 0.04% 232
2025
Q1 		$483K Buy
950
+137
+17% +$70K 0.06% 263
2024
Q4 		$405K Sell
813
-94
-10% -$47.7K 0.08% 171
2024
Q3 		$469K Sell
907
-161
-15% -$79.7K 0.09% 157
2024
Q2 		$529K Sell
1,068
-88
-8% -$37.8K 0.09% 196
2024
Q1 		$487K Sell
1,156
-512
-31% -$222K 0.09% 208
2023
Q4 		$713K Sell
1,668
-63
-4% -$24.9K 0.14% 137
2023
Q3 		$692K Hold
1,731
– – 0.12% 158
2023
Q2 		$692K Buy
1,731
+43
+3% +$15.7K 0.12% 158
2023
Q1 		$574K Sell
1,688
-650
-28% -$229K 0.09% 192
2022
Q4 		$783K Buy
2,338
+1,321
+130% +$435K 0.12% 119
2022
Q3 		$311K Sell
1,017
-63
-6% -$22.5K 0.05% 173
2022
Q2 		$364K Sell
1,080
-3,378
-76% -$1.2M 0.06% 155
2022
Q1 		$1.83M Buy
4,458
+3,743
+523% +$1.52M 0.29% 75
2021
Q4 		$337K Sell
715
-28
-4% -$12.8K 0.05% 331
2021
Q3 		$316K Buy
743
+15
+2% +$6.5K 0.06% 307
2021
Q2 		$299K Buy
728
+40
+6% +$15.4K 0.06% 269
2021
Q1 		$243K Buy
688
+14
+2% +$4.66K 0.06% 261
2020
Q4 		$222K Buy
+674
New +$227K 0.05% 248

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Virtue Capital Management's SPGI Position: Q2 2026 in Review

Virtue Capital Management increased its S&P Global (SPGI) stake by 36% in Q2 2026, buying an estimated $109K and bringing the position to 972 shares worth $396K. The position accounts for 0.05% of the portfolio, ranked #233.

Virtue Capital Management first reported a position in SPGI in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.83M in Q1 2022. 1,142 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Virtue Capital Management held 972 shares of S&P Global worth $396K as of Q2 2026.
  • Virtue Capital Management bought 257 S&P Global shares in Q2 2026, an estimated $109K.
  • S&P Global made up 0.05% of Virtue Capital Management's portfolio in Q2 2026, its #233 holding.
  • Virtue Capital Management first reported a position in S&P Global in Q4 2020 and has held it in 23 quarters since.
  • Virtue Capital Management's S&P Global position peaked at $1.83M in Q1 2022.
  • 1,142 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Virtue Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.