Alpine Woods Capital Investors’s S&P Global SPGI Stock Holding History

Alpine Woods Capital Investors’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
2025 Q4	–	Sell	-1,408	Closed	-$685K	–	185
2025 Q3	$685K	Buy	1,408 +133	+10%	+$71.2K	0.16%	101
2025 Q2	$672K	Buy	1,275 +106	+9%	+$52.9K	0.16%	103
2025 Q1	$594K	Sell	1,169 -1,678	-59%	-$857K	0.15%	105
2024 Q4	$1.42M	Hold	2,847	–	–	0.27%	104
2024 Q3	$1.44M	Sell	2,847 -808	-22%	-$400K	0.25%	103
2024 Q2	$1.63M	Buy	3,655 +808	+28%	+$347K	0.25%	101
2024 Q1	$1.18M	Sell	2,847 -203	-7%	-$88K	0.24%	108
2023 Q4	$1.34M	Buy	+3,050	New	+$1.2M	0.2%	107

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alpine Woods Capital Investors's SPGI Position: Q4 2025 in Review

Alpine Woods Capital Investors sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 1,408 shares — an estimated $685K sold.

Alpine Woods Capital Investors first reported a position in SPGI in Q4 2023 and held it in 8 quarters. The position peaked at $1.63M in Q2 2024. 2,194 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

Alpine Woods Capital Investors reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
Alpine Woods Capital Investors sold 1,408 S&P Global shares in Q4 2025, an estimated $685K.
Alpine Woods Capital Investors first reported a position in S&P Global in Q4 2023 and held it in 8 quarters.
Alpine Woods Capital Investors's S&P Global position peaked at $1.63M in Q2 2024.
2,194 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2025, filed 18 Feb 2026.