Consolidated Portfolio Review Corp’s S&P Global SPGI Stock Holding History

Consolidated Portfolio Review Corp’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 Q4	–	Sell	-786	Closed	-$382K	–	344
2025 Q3	$382K	Buy	786 +9	+1%	+$4.82K	0.05%	317
2025 Q2	$410K	Buy	777 +3	+0.4%	+$1.5K	0.06%	284
2025 Q1	$393K	Hold	774	–	–	0.06%	256
2024 Q4	$385K	Buy	774 +42	+6%	+$21.3K	0.06%	260
2024 Q3	$378K	Buy	732 +1	+0.1%	+$495	0.08%	217
2024 Q2	$326K	Buy	+731	New	+$314K	0.08%	224
2024 Q1	–	Sell	-926	Closed	-$408K	–	323
2023 Q4	$408K	Buy	926 +6	+0.7%	+$2.37K	0.09%	195
2023 Q3	$336K	Hold	920	–	–	0.08%	225
2023 Q2	$369K	Buy	920 +199	+28%	+$72.7K	0.09%	206
2023 Q1	$249K	Buy	+721	New	+$254K	0.07%	234

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Consolidated Portfolio Review Corp's SPGI Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 786 shares — an estimated $382K sold.

Consolidated Portfolio Review Corp first reported a position in SPGI in Q1 2023 and held it in 10 quarters. The position peaked at $410K in Q2 2025. 2,199 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 786 S&P Global shares in Q4 2025, an estimated $382K.
Consolidated Portfolio Review Corp first reported a position in S&P Global in Q1 2023 and held it in 10 quarters.
Consolidated Portfolio Review Corp's S&P Global position peaked at $410K in Q2 2025.
2,199 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.