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Alexis Investment Partners’s S&P Global SPGI Stock Holding History

Alexis Investment Partners’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
-16
Closed -$8.36K – 85
2025
Q4 		$8.36K Hold
16
– – ﹤0.01% 78
2025
Q3 		$7.79K Buy
+16
New +$8.57K ﹤0.01% 78

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TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Alexis Investment Partners's SPGI Position: Q1 2026 in Review

Alexis Investment Partners sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 16 shares — an estimated $8.36K sold.

Alexis Investment Partners first reported a position in SPGI in Q3 2025 and held it in 2 quarters. The position peaked at $8.36K in Q4 2025. 2,115 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Alexis Investment Partners reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Alexis Investment Partners sold 16 S&P Global shares in Q1 2026, an estimated $8.36K.
  • Alexis Investment Partners first reported a position in S&P Global in Q3 2025 and held it in 2 quarters.
  • Alexis Investment Partners's S&P Global position peaked at $8.36K in Q4 2025.
  • 2,115 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Alexis Investment Partners's 13F filing for Q1 2026, filed 24 Apr 2026.