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

Blue 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
2025
Q2 		$209K Hold
396
– – 0.07% 48
2025
Q1 		$201K Sell
396
-47
-11% -$24K 0.08% 49
2024
Q4 		$221K Hold
443
– – 0.08% 47
2024
Q3 		$229K Buy
+443
New +$219K 0.09% 42

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Blue Investment Partners's SPGI Position: Q2 2025 in Review

Blue Investment Partners held its S&P Global (SPGI) position steady in Q2 2025 at 396 shares worth $209K. The position accounts for 0.07% of the portfolio, ranked #48.

Blue Investment Partners first reported a position in SPGI in Q3 2024 and has held it in 4 quarters since. The position peaked at $229K in Q3 2024. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • Blue Investment Partners held 396 shares of S&P Global worth $209K as of Q2 2025.
  • Blue Investment Partners left its S&P Global share count unchanged in Q2 2025.
  • S&P Global made up 0.07% of Blue Investment Partners's portfolio in Q2 2025, its #48 holding.
  • Blue Investment Partners first reported a position in S&P Global in Q3 2024 and has held it in 4 quarters since.
  • Blue Investment Partners's S&P Global position peaked at $229K in Q3 2024.
  • 2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Blue Investment Partners's 13F filing for Q2 2025, filed 6 Aug 2025.