CPIM
SPGI icon

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

Coalescence Partners Investment 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 		$22.8M Sell
56,028
-61,650
-52% -$26M 6.7% 7
2026
Q1 		$50.1M Buy
117,678
+61,269
+109% +$28.4M 10.82% 3
2025
Q4 		$29.5M Hold
56,409
– – 6.95% 8
2025
Q3 		$27.5M Buy
56,409
+8,830
+19% +$4.73M 7.15% 7
2025
Q2 		$25.1M Buy
47,579
+17,490
+58% +$8.73M 6.48% 6
2025
Q1 		$15.3M Hold
30,089
– – 5.05% 12
2024
Q4 		$15M Buy
30,089
+11,599
+63% +$5.89M 5.67% 9
2024
Q3 		$9.55M Hold
18,490
– – 4.28% 13
2024
Q2 		$8.25M Buy
+18,490
New +$7.93M 6.77% 9

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Coalescence Partners Investment Management's SPGI Position: Q2 2026 in Review

Coalescence Partners Investment Management reduced its S&P Global (SPGI) stake by 52% in Q2 2026, selling an estimated $26M and leaving 56,028 shares worth $22.8M. The position accounts for 6.7% of the portfolio, ranked #7.

Coalescence Partners Investment Management first reported a position in SPGI in Q2 2024 and has held it in 9 quarters since. The position peaked at $50.1M in Q1 2026. 2,004 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Coalescence Partners Investment Management held 56,028 shares of S&P Global worth $22.8M as of Q2 2026.
  • Coalescence Partners Investment Management sold 61,650 S&P Global shares in Q2 2026, an estimated $26M.
  • S&P Global made up 6.7% of Coalescence Partners Investment Management's portfolio in Q2 2026, its #7 holding.
  • Coalescence Partners Investment Management first reported a position in S&P Global in Q2 2024 and has held it in 9 quarters since.
  • Coalescence Partners Investment Management's S&P Global position peaked at $50.1M in Q1 2026.
  • 2,004 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Coalescence Partners Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.