Cypress Asset Management
SPGI icon

Cypress Asset Management’s S&P Global SPGI Stock Holding History

Cypress Asset 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
Q3 		$1.99M Sell
5,048
-94
-2% -$39.8K 0.39% 55
2026
Q2 		$2.09M Sell
5,142
-86
-2% -$36.3K 0.41% 54
2026
Q1 		$2.22M Sell
5,228
-63
-1% -$29.2K 0.52% 49
2025
Q4 		$2.77M Buy
5,291
+15
+0.3% +$7.42K 0.61% 39
2025
Q3 		$2.57M Buy
5,276
+9
+0.2% +$4.82K 0.58% 41
2025
Q2 		$2.78M Buy
5,267
+73
+1% +$36.4K 0.67% 40
2025
Q1 		$2.64M Buy
5,194
+25
+0.5% +$12.8K 0.71% 40
2024
Q4 		$2.6M Sell
5,169
-67
-1% -$34K 0.65% 43
2024
Q3 		$2.71M Buy
5,236
+38
+0.7% +$18.8K 0.67% 42
2024
Q2 		$2.34M Sell
5,198
-30
-0.6% -$12.9K 0.6% 45
2024
Q1 		$2.23M Buy
5,228
+133
+3% +$57.6K 0.61% 46
2023
Q4 		$2.24M Sell
5,095
-36
-0.7% -$14.2K 0.68% 43
2023
Q3 		$1.87M Buy
5,131
+40
+0.8% +$15.7K 0.62% 47
2023
Q2 		$2.04M Buy
5,091
+105
+2% +$38.4K 0.66% 49
2023
Q1 		$1.72M Sell
4,986
-85
-2% -$29.9K 0.59% 52
2022
Q4 		$1.7M Sell
5,071
-64
-1% -$21.1K 0.62% 51
2022
Q3 		$1.57M Sell
5,135
-50
-1% -$17.9K 0.6% 53
2022
Q2 		$1.75M Buy
5,185
+687
+15% +$245K 0.62% 53
2022
Q1 		$1.84M Buy
4,498
+404
+10% +$165K 0.54% 60
2021
Q4 		$1.93M Sell
4,094
-1
-0% -$457 0.46% 67
2021
Q3 		$1.74M Buy
4,095
+10
+0.2% +$4.33K 0.45% 67
2021
Q2 		$1.68M Buy
4,085
+70
+2% +$26.9K 0.43% 68
2021
Q1 		$1.42M Sell
4,015
-530
-12% -$176K 0.39% 74
2020
Q4 		$1.49M Buy
4,545
+150
+3% +$50.6K 0.42% 74
2020
Q3 		$1.58M Buy
4,395
+3,630
+475% +$1.28M 0.49% 66
2020
Q2 		$252K Buy
+765
New +$230K 0.08% 120
2018
Q4 		– Sell
-4,855
Closed -$949K – 170
2018
Q3 		$949K Buy
4,855
+3,430
+241% +$708K 0.28% 92
2018
Q2 		$291K Buy
+1,425
New +$282K 0.09% 153

Other funds holding SPGI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 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
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Cypress Asset Management's SPGI Position: Q3 2026 in Review

Cypress Asset Management reduced its S&P Global (SPGI) stake by 1.8% in Q3 2026, selling an estimated $39.8K and leaving 5,048 shares worth $1.99M. The position accounts for 0.39% of the portfolio, ranked #55.

Cypress Asset Management first reported a position in SPGI in Q2 2018 and has held it in 28 quarters since. The position peaked at $2.78M in Q2 2025. 1,154 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Cypress Asset Management held 5,048 shares of S&P Global worth $1.99M as of Q3 2026.
  • Cypress Asset Management sold 94 S&P Global shares in Q3 2026, an estimated $39.8K.
  • S&P Global made up 0.39% of Cypress Asset Management's portfolio in Q3 2026, its #55 holding.
  • Cypress Asset Management first reported a position in S&P Global in Q2 2018 and has held it in 28 quarters since.
  • Cypress Asset Management's S&P Global position peaked at $2.78M in Q2 2025.
  • 1,154 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Cypress Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.