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Campbell Newman Asset Management’s S&P Global SPGI Stock Holding History

Campbell Newman Asset Management’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
-22,743
Closed -$11.9M – 113
2025
Q4 		$11.9M Buy
22,743
+101
+0.4% +$50K 0.87% 33
2025
Q3 		$11M Buy
22,642
+405
+2% +$217K 0.81% 32
2025
Q2 		$11.7M Sell
22,237
-647
-3% -$323K 0.93% 32
2025
Q1 		$11.6M Buy
22,884
+43
+0.2% +$22K 0.99% 33
2024
Q4 		$11.4M Sell
22,841
-1,456
-6% -$739K 0.92% 34
2024
Q3 		$12.6M Sell
24,297
-43
-0.2% -$21.3K 0.94% 34
2024
Q2 		$10.9M Sell
24,340
-419
-2% -$180K 0.87% 36
2024
Q1 		$10.5M Sell
24,759
-362
-1% -$157K 0.85% 35
2023
Q4 		$11.1M Sell
25,121
-323
-1% -$127K 0.96% 36
2023
Q3 		$9.3M Buy
25,444
+54
+0.2% +$21.2K 0.88% 36
2023
Q2 		$10.2M Buy
25,390
+165
+0.7% +$60.3K 0.91% 33
2023
Q1 		$8.7M Sell
25,225
-95
-0.4% -$33.4K 0.85% 33
2022
Q4 		$8.48M Buy
25,320
+186
+0.7% +$61.3K 0.84% 33
2022
Q3 		$7.67M Sell
25,134
-445
-2% -$159K 0.86% 32
2022
Q2 		$8.62M Buy
25,579
+1,658
+7% +$591K 0.91% 32
2022
Q1 		$9.81M Sell
23,921
-74
-0.3% -$30.1K 0.95% 33
2021
Q4 		$11.3M Sell
23,995
-52
-0.2% -$23.8K 1.01% 32
2021
Q3 		$10.2M Buy
24,047
+32
+0.1% +$13.9K 1.04% 32
2021
Q2 		$9.86M Buy
24,015
+94
+0.4% +$36.1K 0.97% 34
2021
Q1 		$8.44M Buy
23,921
+272
+1% +$90.5K 0.89% 34
2020
Q4 		$7.77M Buy
23,649
+573
+2% +$193K 0.88% 33
2020
Q3 		$8.32M Buy
23,076
+176
+0.8% +$62.1K 1.07% 33
2020
Q2 		$7.54M Buy
22,900
+704
+3% +$212K 1.04% 33
2020
Q1 		$5.44M Buy
+22,196
New +$6.09M 0.93% 32

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Campbell Newman Asset Management's SPGI Position: Q1 2026 in Review

Campbell Newman Asset Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 22,743 shares — an estimated $11.9M sold.

Campbell Newman Asset Management first reported a position in SPGI in Q1 2020 and held it in 24 quarters. The position peaked at $12.6M in Q3 2024. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Campbell Newman Asset Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Campbell Newman Asset Management sold 22,743 S&P Global shares in Q1 2026, an estimated $11.9M.
  • Campbell Newman Asset Management first reported a position in S&P Global in Q1 2020 and held it in 24 quarters.
  • Campbell Newman Asset Management's S&P Global position peaked at $12.6M in Q3 2024.
  • 2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Campbell Newman Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.