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 Q3	$332K	Buy	841 +218	+35%	+$92.2K	0.02%	339
2026 Q2	$254K	Sell	623 -7	-1%	-$2.96K	0.01%	360
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

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Diversified Enterprises's SPGI Position: Q3 2026 in Review

Diversified Enterprises increased its S&P Global (SPGI) stake by 35% in Q3 2026, buying an estimated $92.2K and bringing the position to 841 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #339.

Diversified Enterprises first reported a position in SPGI in Q1 2025 and has held it in 7 quarters since. The position peaked at $610K in Q4 2025. 743 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

Diversified Enterprises held 841 shares of S&P Global worth $332K as of Q3 2026.
Diversified Enterprises bought 218 S&P Global shares in Q3 2026, an estimated $92.2K.
S&P Global made up 0.02% of Diversified Enterprises's portfolio in Q3 2026, its #339 holding.
Diversified Enterprises first reported a position in S&P Global in Q1 2025 and has held it in 7 quarters since.
Diversified Enterprises's S&P Global position peaked at $610K in Q4 2025.
743 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.