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

Empirical 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 Q1	$453K	Buy	+1,065	New	+$494K	0.12%	229
2025 Q1	–	Sell	-6,755	Closed	-$235K	–	441
2024 Q4	$235K	Buy	+6,755	New	+$3.43M	0.08%	275
2024 Q3	–	Sell	-4,374	Closed	-$470K	–	354
2024 Q2	$470K	Buy	4,374 +2,826	+183%	+$1.21M	0.18%	170
2024 Q1	$659K	Buy	+1,548	New	+$671K	0.32%	84
2023 Q4	–	Sell	-808	Closed	-$295K	–	204
2023 Q3	$295K	Buy	+808	New	+$318K	0.26%	123
2023 Q2	–	Sell	-1,622	Closed	-$559K	–	181
2023 Q1	$559K	Buy	1,622 +114	+8%	+$40.1K	0.54%	66
2022 Q4	$486K	Sell	1,508 -243	-14%	-$80.1K	0.51%	80
2022 Q3	$535K	Buy	1,751 +650	+59%	+$233K	0.58%	61
2022 Q2	$371K	Buy	1,101 +131	+14%	+$46.7K	0.39%	97
2022 Q1	$398K	Buy	970 +425	+78%	+$173K	0.38%	96
2021 Q4	$257K	Buy	+545	New	+$249K	0.25%	128

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

Empirical Asset Management's SPGI Position: Q1 2026 in Review

Empirical Asset Management opened a new position in S&P Global (SPGI) in Q1 2026: 1,065 shares worth $453K. The stake represents 0.12% of the portfolio and ranks #229 among its holdings. This is a return to the name: Empirical Asset Management previously reported a position in SPGI as recently as Q4 2024.

Empirical Asset Management first reported a position in SPGI in Q4 2021 and has held it in 11 quarters since. The position peaked at $659K in Q1 2024. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Empirical Asset Management held 1,065 shares of S&P Global worth $453K as of Q1 2026.
S&P Global was a new Empirical Asset Management position in Q1 2026.
S&P Global made up 0.12% of Empirical Asset Management's portfolio in Q1 2026, its #229 holding.
Empirical Asset Management first reported a position in S&P Global in Q4 2021 and has held it in 11 quarters since.
Empirical Asset Management's S&P Global position peaked at $659K in Q1 2024.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.