Disciplina Capital Management’s S&P Global SPGI Stock Holding History

Disciplina Capital 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 Q1	$42K	Hold	99	–	–	﹤0.01%	53
2025 Q4	$51.5K	Sell	99 -11	-10%	-$5.44K	0.01%	52
2025 Q3	$53.3K	Buy	110 +1	+0.9%	+$535	0.01%	46
2025 Q2	$57.7K	Hold	109	–	–	0.01%	44
2025 Q1	$55.5K	Sell	109 -86	-44%	-$43.9K	0.01%	42
2024 Q4	$97K	Buy	195 +1	+0.5%	+$507	0.02%	37
2024 Q3	$100K	Sell	194 -36	-16%	-$17.8K	0.02%	37
2024 Q2	$103K	Hold	230	–	–	0.02%	42
2024 Q1	$97.7K	Buy	230 +1	+0.4%	+$433	0.02%	44
2023 Q4	$101K	Hold	229	–	–	0.02%	44
2023 Q3	$83.6K	Buy	229 +1	+0.4%	+$393	0.02%	46
2023 Q2	$91.5K	Buy	228 +146	+178%	+$53.3K	0.02%	44
2023 Q1	$28.3K	Sell	82 -9	-10%	-$3.17K	0.01%	46
2022 Q4	$30.4K	Hold	91	–	–	0.01%	47
2022 Q3	$27.6K	Buy	91 +1	+1%	+$358	0.01%	44
2022 Q2	$30.4K	Hold	90	–	–	0.01%	42
2022 Q1	$37K	Buy	90 +6	+7%	+$2.44K	0.01%	42
2021 Q4	$39.7K	Buy	+84	New	+$38.4K	0.01%	39

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Disciplina Capital Management's SPGI Position: Q1 2026 in Review

Disciplina Capital Management held its S&P Global (SPGI) position steady in Q1 2026 at 99 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #53.

Disciplina Capital Management first reported a position in SPGI in Q4 2021 and has held it in 18 quarters since. The position peaked at $103K in Q2 2024. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Disciplina Capital Management held 99 shares of S&P Global worth $42K as of Q1 2026.
Disciplina Capital Management left its S&P Global share count unchanged in Q1 2026.
S&P Global made up ﹤0.01% of Disciplina Capital Management's portfolio in Q1 2026, its #53 holding.
Disciplina Capital Management first reported a position in S&P Global in Q4 2021 and has held it in 18 quarters since.
Disciplina Capital Management's S&P Global position peaked at $103K in Q2 2024.
2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Disciplina Capital Management's 13F filing for Q1 2026, filed 7 May 2026.