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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cercano Management's SPGI Position: Q1 2026 in Review

Cercano Management held its S&P Global (SPGI) position steady in Q1 2026 at 52,035 shares worth $22.1M. The position accounts for 0.96% of the portfolio, ranked #28.

Cercano Management first reported a position in SPGI in Q4 2022 and has held it in 14 quarters since. The position peaked at $65.8M in Q3 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Cercano Management held 52,035 shares of S&P Global worth $22.1M as of Q1 2026.
Cercano Management left its S&P Global share count unchanged in Q1 2026.
S&P Global made up 0.96% of Cercano Management's portfolio in Q1 2026, its #28 holding.
Cercano Management first reported a position in S&P Global in Q4 2022 and has held it in 14 quarters since.
Cercano Management's S&P Global position peaked at $65.8M in Q3 2024.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Cercano Management's 13F filing for Q1 2026, filed 13 May 2026.