Eos Management LP’s S&P Global SPGI Stock Holding History

Eos Management LP’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	$2.44M	Hold	5,727	–	–	1.05%	25
2025 Q4	$2.99M	Hold	5,727	–	–	1.17%	23
2025 Q3	$2.79M	Buy	5,727 +2,748	+92%	+$1.47M	1.1%	22
2025 Q2	$1.57M	Buy	+2,979	New	+$1.49M	0.68%	30
2024 Q2	–	Sell	-1,722	Closed	-$733K	–	44
2024 Q1	$733K	Buy	+1,722	New	+$746K	0.3%	33

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

Eos Management LP's SPGI Position: Q1 2026 in Review

Eos Management LP held its S&P Global (SPGI) position steady in Q1 2026 at 5,727 shares worth $2.44M. The position accounts for 1.05% of the portfolio, ranked #25.

Eos Management LP first reported a position in SPGI in Q1 2024 and has held it in 5 quarters since. The position peaked at $2.99M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Eos Management LP held 5,727 shares of S&P Global worth $2.44M as of Q1 2026.
Eos Management LP left its S&P Global share count unchanged in Q1 2026.
S&P Global made up 1.05% of Eos Management LP's portfolio in Q1 2026, its #25 holding.
Eos Management LP first reported a position in S&P Global in Q1 2024 and has held it in 5 quarters since.
Eos Management LP's S&P Global position peaked at $2.99M in Q4 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Eos Management LP's 13F filing for Q1 2026, filed 5 May 2026.