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Waratah Capital Advisors’s S&P Global SPGI Stock Holding History

Waratah Capital 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 		$1.2M Buy
+2,951
New +$1.25M 0.04% 126
2025
Q3 		– Sell
-7,586
Closed -$4M – 227
2025
Q2 		$4M Sell
7,586
-29,771
-80% -$14.9M 0.11% 110
2025
Q1 		$19M Buy
37,357
+26,048
+230% +$13.3M 0.51% 41
2024
Q4 		$5.63M Buy
11,309
+6,730
+147% +$3.41M 0.19% 103
2024
Q3 		$2.37M Buy
4,579
+5
+0.1% +$2.47K 0.05% 99
2024
Q2 		$2.04M Sell
4,574
-113
-2% -$48.5K 0.07% 90
2024
Q1 		$1.99M Sell
4,687
-173
-4% -$75K 0.06% 107
2023
Q4 		$2.14M Sell
4,860
-589
-11% -$232K 0.04% 93
2023
Q3 		$1.99M Sell
5,449
-1,173
-18% -$461K 0.03% 119
2023
Q2 		$2.65M Sell
6,622
-7,590
-53% -$2.77M 0.05% 97
2023
Q1 		$4.9M Sell
14,212
-9,431
-40% -$3.32M 0.11% 91
2022
Q4 		$7.92M Sell
23,643
-687
-3% -$226K 0.13% 70
2022
Q3 		$7.43M Sell
24,330
-57
-0.2% -$20.4K 0.11% 93
2022
Q2 		$8.21M Sell
24,387
-15,553
-39% -$5.54M 0.18% 84
2022
Q1 		$16.4M Buy
39,940
+25,689
+180% +$10.5M 0.22% 66
2021
Q4 		$6.72M Sell
14,251
-28,540
-67% -$13.1M 0.11% 91
2021
Q3 		$18.2M Buy
42,791
+10,749
+34% +$4.66M 0.27% 56
2021
Q2 		$13.2M Buy
+32,042
New +$12.3M 0.19% 60
2020
Q4 		– Sell
-7,463
Closed -$2.69M – 250
2020
Q3 		$2.69M Sell
7,463
-37,064
-83% -$13.1M 0.29% 62
2020
Q2 		$14.7M Buy
+44,527
New +$13.4M 1.25% 28
2020
Q1 		– Sell
-21,642
Closed -$5.91M – 159
2019
Q4 		$5.91M Buy
+21,642
New +$5.62M 0.63% 45
2018
Q4 		– Sell
-10,724
Closed -$2.1M – 148
2018
Q3 		$2.1M Buy
+10,724
New +$2.21M 0.21% 81

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 $3.38T AUM 44.17% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Waratah Capital Advisors's SPGI Position: Q2 2026 in Review

Waratah Capital Advisors opened a new position in S&P Global (SPGI) in Q2 2026: 2,951 shares worth $1.2M. The stake represents 0.04% of the portfolio and ranks #126 among its holdings. This is a return to the name: Waratah Capital Advisors previously reported a position in SPGI as recently as Q2 2025.

Waratah Capital Advisors first reported a position in SPGI in Q3 2018 and has held it in 22 quarters since. The position peaked at $19M in Q1 2025. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Waratah Capital Advisors held 2,951 shares of S&P Global worth $1.2M as of Q2 2026.
  • S&P Global was a new Waratah Capital Advisors position in Q2 2026.
  • S&P Global made up 0.04% of Waratah Capital Advisors's portfolio in Q2 2026, its #126 holding.
  • Waratah Capital Advisors first reported a position in S&P Global in Q3 2018 and has held it in 22 quarters since.
  • Waratah Capital Advisors's S&P Global position peaked at $19M in Q1 2025.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Waratah Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.