BCP
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Blue Chip Partners’s S&P Global SPGI Stock Holding History

Blue Chip 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
2025
Q3 		– Sell
-417
Closed -$220K – 169
2025
Q2 		$220K Buy
417
+8
+2% +$3.99K 0.02% 155
2025
Q1 		$208K Hold
409
– – 0.02% 158
2024
Q4 		$204K Hold
409
– – 0.02% 151
2024
Q3 		$211K Sell
409
-9
-2% -$4.45K 0.02% 139
2024
Q2 		$186K Sell
418
-17
-4% -$7.29K 0.02% 139
2024
Q1 		$185K Buy
435
+69
+19% +$29.9K 0.02% 137
2023
Q4 		$161K Hold
366
– – 0.02% 156
2023
Q3 		$134K Sell
366
-41
-10% -$16.1K 0.02% 158
2023
Q2 		$163K Buy
407
+64
+19% +$23.4K 0.02% 159
2023
Q1 		$118K Sell
343
-50
-13% -$17.6K 0.01% 165
2022
Q4 		$132K Sell
393
-21
-5% -$6.92K 0.02% 159
2022
Q3 		$127K Buy
414
+6
+1% +$2.15K 0.02% 147
2022
Q2 		$138K Sell
408
-25
-6% -$8.91K 0.02% 148
2022
Q1 		$178K Hold
433
– – 0.02% 144
2021
Q4 		$205K Sell
433
-20
-4% -$9.15K 0.03% 134
2021
Q3 		$193K Hold
453
– – 0.03% 131
2021
Q2 		$186K Sell
453
-17
-4% -$6.53K 0.03% 128
2021
Q1 		$166K Sell
470
-189
-29% -$62.9K 0.03% 130
2020
Q4 		$217K Buy
659
+61
+10% +$20.6K 0.03% 108
2020
Q3 		$216K Buy
598
+200
+50% +$70.6K 0.04% 98
2020
Q2 		$131K Buy
+398
New +$120K 0.03% 120
2020
Q1 		– Sell
-598
Closed -$163K – 155
2019
Q4 		$163K Buy
+598
New +$155K 0.03% 139
2019
Q1 		– Sell
-602
Closed -$102K – 139
2018
Q4 		$102K Buy
602
+2
+0.3% +$358 0.03% 145
2018
Q3 		$117K Hold
600
– – 0.03% 131
2018
Q2 		$122K Hold
600
– – 0.03% 133
2018
Q1 		$115K Buy
+600
New +$111K 0.03% 138

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Blue Chip Partners's SPGI Position: Q3 2025 in Review

Blue Chip Partners sold out of S&P Global (SPGI) in Q3 2025, closing a stake of 417 shares — an estimated $220K sold.

Blue Chip Partners first reported a position in SPGI in Q1 2018 and held it in 26 quarters. The position peaked at $220K in Q2 2025. 2,058 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • Blue Chip Partners reported no remaining S&P Global position as of Q3 2025 after selling out during the quarter.
  • Blue Chip Partners sold 417 S&P Global shares in Q3 2025, an estimated $220K.
  • Blue Chip Partners first reported a position in S&P Global in Q1 2018 and held it in 26 quarters.
  • Blue Chip Partners's S&P Global position peaked at $220K in Q2 2025.
  • 2,058 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Blue Chip Partners's 13F filing for Q3 2025, filed 17 Nov 2025.