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Westfuller Advisors’s S&P Global SPGI Stock Holding History

Westfuller 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 		$114K Buy
279
+18
+7% +$7.6K 0.04% 215
2026
Q1 		$111K Sell
261
-134
-34% -$62.2K 0.05% 191
2025
Q4 		$207K Sell
395
-16
-4% -$7.92K 0.08% 144
2025
Q3 		$200K Buy
+411
New +$220K 0.09% 150

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
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

Westfuller Advisors's SPGI Position: Q2 2026 in Review

Westfuller Advisors increased its S&P Global (SPGI) stake by 6.9% in Q2 2026, buying an estimated $7.6K and bringing the position to 279 shares worth $114K. The position accounts for 0.04% of the portfolio, ranked #215.

Westfuller Advisors first reported a position in SPGI in Q3 2025 and has held it in 4 quarters since. The position peaked at $207K in Q4 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Westfuller Advisors held 279 shares of S&P Global worth $114K as of Q2 2026.
  • Westfuller Advisors bought 18 S&P Global shares in Q2 2026, an estimated $7.6K.
  • S&P Global made up 0.04% of Westfuller Advisors's portfolio in Q2 2026, its #215 holding.
  • Westfuller Advisors first reported a position in S&P Global in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's S&P Global position peaked at $207K in Q4 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.