Cromwell Holdings’s S&P Global SPGI Stock Holding History

Cromwell Holdings’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	$248K	Sell	609 -384	-39%	-$162K	0.11%	164
2026 Q1	$422K	Buy	993 +6	+0.6%	+$2.79K	0.24%	79
2025 Q4	$516K	Hold	987	–	–	0.28%	67
2025 Q3	$480K	Hold	987	–	–	0.26%	68
2025 Q2	$520K	Hold	987	–	–	0.32%	56
2025 Q1	$501K	Hold	987	–	–	0.32%	57
2024 Q4	$492K	Hold	987	–	–	0.28%	61
2024 Q3	$510K	Hold	987	–	–	0.33%	57
2024 Q2	$440K	Buy	+987	New	+$423K	0.26%	67

Other funds holding SPGI

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Cromwell Holdings's SPGI Position: Q2 2026 in Review

Cromwell Holdings reduced its S&P Global (SPGI) stake by 39% in Q2 2026, selling an estimated $162K and leaving 609 shares worth $248K. The position accounts for 0.11% of the portfolio, ranked #164.

Cromwell Holdings first reported a position in SPGI in Q2 2024 and has held it in 9 quarters since. The position peaked at $520K in Q2 2025. 303 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Cromwell Holdings held 609 shares of S&P Global worth $248K as of Q2 2026.
Cromwell Holdings sold 384 S&P Global shares in Q2 2026, an estimated $162K.
S&P Global made up 0.11% of Cromwell Holdings's portfolio in Q2 2026, its #164 holding.
Cromwell Holdings first reported a position in S&P Global in Q2 2024 and has held it in 9 quarters since.
Cromwell Holdings's S&P Global position peaked at $520K in Q2 2025.
303 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.