Courage Miller Partners’s S&P Global SPGI Stock Holding History

Courage Miller Partners’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	-458	Closed	-$239K	–	93
2025 Q4	$239K	Sell	458 -137	-23%	-$67.8K	0.07%	81
2025 Q3	$290K	Hold	595	–	–	0.09%	73
2025 Q2	$314K	Hold	595	–	–	0.1%	69
2025 Q1	$302K	Hold	595	–	–	0.1%	67
2024 Q4	$296K	Hold	595	–	–	0.1%	69
2024 Q3	$307K	Hold	595	–	–	0.1%	67
2024 Q2	$265K	Hold	595	–	–	0.1%	72
2024 Q1	$253K	Hold	595	–	–	0.09%	82
2023 Q4	$262K	Hold	595	–	–	0.1%	71
2023 Q3	$217K	Hold	595	–	–	0.09%	72
2023 Q2	$239K	Hold	595	–	–	0.1%	70
2023 Q1	$205K	Buy	+595	New	+$209K	0.09%	74
2022 Q3	–	Sell	-595	Closed	-$201K	–	70
2022 Q2	$201K	Hold	595	–	–	0.1%	70
2022 Q1	$244K	Hold	595	–	–	0.1%	69
2021 Q4	$281K	Hold	595	–	–	0.11%	68
2021 Q3	$253K	Hold	595	–	–	0.1%	73
2021 Q2	$244K	Hold	595	–	–	0.1%	75
2021 Q1	$210K	Buy	+595	New	+$198K	0.09%	78

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Courage Miller Partners's SPGI Position: Q1 2026 in Review

Courage Miller Partners sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 458 shares — an estimated $239K sold.

Courage Miller Partners first reported a position in SPGI in Q1 2021 and held it in 18 quarters. The position peaked at $314K in Q2 2025. 2,126 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Courage Miller Partners reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Courage Miller Partners sold 458 S&P Global shares in Q1 2026, an estimated $239K.
Courage Miller Partners first reported a position in S&P Global in Q1 2021 and held it in 18 quarters.
Courage Miller Partners's S&P Global position peaked at $314K in Q2 2025.
2,126 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Courage Miller Partners's 13F filing for Q1 2026, filed 27 Apr 2026.