Cercano Management’s S&P Global SPGI Stock Holding History

Cercano 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 Q2	$358K	Sell	880 -51,155	-98%	-$21.6M	0.05%	93
2026 Q1	$22.1M	Hold	52,035	–	–	0.96%	28
2025 Q4	$27.2M	Hold	52,035	–	–	1.03%	22
2025 Q3	$25.3M	Sell	52,035 -43,313	-45%	-$23.2M	0.97%	21
2025 Q2	$50.3M	Sell	95,348 -31,946	-25%	-$15.9M	1.43%	15
2025 Q1	$64.7M	Hold	127,294	–	–	1.9%	17
2024 Q4	$63.4M	Hold	127,294	–	–	1.61%	18
2024 Q3	$65.8M	Buy	127,294 +880	+0.7%	+$436K	1.57%	18
2024 Q2	$56.4M	Hold	126,414	–	–	1.5%	17
2024 Q1	$53.8M	Buy	126,414 +5,380	+4%	+$2.33M	1.5%	18
2023 Q4	$53.3M	Hold	121,034	–	–	1.76%	12
2023 Q3	$44.2M	Hold	121,034	–	–	1.57%	15
2023 Q2	$48.5M	Hold	121,034	–	–	1.69%	13
2023 Q1	$41.7M	Hold	121,034	–	–	1.67%	14
2022 Q4	$40.5M	Buy	+121,034	New	+$39.9M	1.65%	13

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cercano Management's SPGI Position: Q2 2026 in Review

Cercano Management reduced its S&P Global (SPGI) stake by 98% in Q2 2026, selling an estimated $21.6M and leaving 880 shares worth $358K. The position accounts for 0.05% of the portfolio, ranked #93.

Cercano Management first reported a position in SPGI in Q4 2022 and has held it in 15 quarters since. The position peaked at $65.8M in Q3 2024. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Cercano Management held 880 shares of S&P Global worth $358K as of Q2 2026.
Cercano Management sold 51,155 S&P Global shares in Q2 2026, an estimated $21.6M.
S&P Global made up 0.05% of Cercano Management's portfolio in Q2 2026, its #93 holding.
Cercano Management first reported a position in S&P Global in Q4 2022 and has held it in 15 quarters since.
Cercano Management's S&P Global position peaked at $65.8M in Q3 2024.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Cercano Management's 13F filing for Q2 2026, filed 13 Aug 2026.