1248 Management’s S&P Global SPGI Stock Holding History

1248 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	-1,195	Closed	-$624K	–	160
2025 Q4	$624K	Hold	1,195	–	–	0.33%	49
2025 Q3	$582K	Sell	1,195 -479	-29%	-$256K	0.33%	56
2025 Q2	$883K	Hold	1,674	–	–	0.33%	60
2025 Q1	$851K	Buy	+1,674	New	+$855K	0.36%	57

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

1248 Management's SPGI Position: Q1 2026 in Review

1248 Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 1,195 shares — an estimated $624K sold.

1248 Management first reported a position in SPGI in Q1 2025 and held it in 4 quarters. The position peaked at $883K in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

1248 Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
1248 Management sold 1,195 S&P Global shares in Q1 2026, an estimated $624K.
1248 Management first reported a position in S&P Global in Q1 2025 and held it in 4 quarters.
1248 Management's S&P Global position peaked at $883K in Q2 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on 1248 Management's 13F filing for Q1 2026, filed 15 May 2026.