Abel Hall LLC’s S&P Global SPGI Stock Holding History

Abel Hall LLC’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	-1,005	Closed	-$525K	–	958
2025 Q4	$525K	Buy	+1,005	New	+$497K	0.12%	160

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

Abel Hall LLC's SPGI Position: Q1 2026 in Review

Abel Hall LLC sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 1,005 shares — an estimated $525K sold.

Abel Hall LLC first reported a position in SPGI in Q4 2025 and held it in 1 quarter. The position peaked at $525K in Q4 2025. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Abel Hall LLC reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Abel Hall LLC sold 1,005 S&P Global shares in Q1 2026, an estimated $525K.
Abel Hall LLC first reported a position in S&P Global in Q4 2025 and held it in 1 quarter.
Abel Hall LLC's S&P Global position peaked at $525K in Q4 2025.
2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Abel Hall LLC's 13F filing for Q1 2026, filed 28 Apr 2026.