DE
SPGI icon

Diversified Enterprises’s S&P Global SPGI Stock Holding History

Diversified Enterprises’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 		$268K Sell
630
-537
-46% -$249K 0.01% 341
2025
Q4 		$610K Buy
1,167
+655
+128% +$324K 0.04% 187
2025
Q3 		$249K Sell
512
-157
-23% -$84.1K 0.02% 270
2025
Q2 		$353K Sell
669
-64
-9% -$31.9K 0.03% 208
2025
Q1 		$372K Buy
+733
New +$375K 0.03% 194

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Diversified Enterprises's SPGI Position: Q1 2026 in Review

Diversified Enterprises reduced its S&P Global (SPGI) stake by 46% in Q1 2026, selling an estimated $249K and leaving 630 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #341.

Diversified Enterprises first reported a position in SPGI in Q1 2025 and has held it in 5 quarters since. The position peaked at $610K in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Diversified Enterprises held 630 shares of S&P Global worth $268K as of Q1 2026.
  • Diversified Enterprises sold 537 S&P Global shares in Q1 2026, an estimated $249K.
  • S&P Global made up 0.01% of Diversified Enterprises's portfolio in Q1 2026, its #341 holding.
  • Diversified Enterprises first reported a position in S&P Global in Q1 2025 and has held it in 5 quarters since.
  • Diversified Enterprises's S&P Global position peaked at $610K in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.