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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
Q3 		$240K Hold
609
– – 0.11% 161
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Cromwell Holdings's SPGI Position: Q3 2026 in Review

Cromwell Holdings held its S&P Global (SPGI) position steady in Q3 2026 at 609 shares worth $240K. The position accounts for 0.11% of the portfolio, ranked #161.

Cromwell Holdings first reported a position in SPGI in Q2 2024 and has held it in 10 quarters since. The position peaked at $520K in Q2 2025. 1,268 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Cromwell Holdings held 609 shares of S&P Global worth $240K as of Q3 2026.
  • Cromwell Holdings left its S&P Global share count unchanged in Q3 2026.
  • S&P Global made up 0.11% of Cromwell Holdings's portfolio in Q3 2026, its #161 holding.
  • Cromwell Holdings first reported a position in S&P Global in Q2 2024 and has held it in 10 quarters since.
  • Cromwell Holdings's S&P Global position peaked at $520K in Q2 2025.
  • 1,268 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Cromwell Holdings's 13F filing for Q3 2026, filed 28 Oct 2026.