FCP
SPGI icon

Fidelis Capital Partners’s S&P Global SPGI Stock Holding History

Fidelis Capital Partners’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
Q2 		$729K Buy
1,790
+33
+2% +$13.9K 0.04% 277
2026
Q1 		$747K Sell
1,757
-588
-25% -$273K 0.05% 255
2025
Q4 		$1.23M Buy
2,345
+352
+18% +$174K 0.09% 179
2025
Q3 		$970K Buy
1,993
+119
+6% +$63.7K 0.08% 200
2025
Q2 		$1.05M Buy
1,874
+75
+4% +$37.4K 0.1% 163
2025
Q1 		$864K Sell
1,799
-732
-29% -$374K 0.09% 174
2024
Q4 		$1.31M Sell
2,531
-37
-1% -$18.8K 0.13% 135
2024
Q3 		$1.31M Buy
2,568
+104
+4% +$51.5K 0.16% 121
2024
Q2 		$1.18M Buy
2,464
+783
+47% +$336K 0.17% 107
2024
Q1 		$715K Buy
1,681
+72
+4% +$31.2K 0.11% 173
2023
Q4 		$709K Buy
1,609
+200
+14% +$78.9K 0.16% 134
2023
Q3 		$515K Buy
1,409
+220
+19% +$86.5K 0.18% 128
2023
Q2 		$477K Buy
1,189
+2
+0.2% +$731 0.17% 136
2023
Q1 		$420K Buy
+1,187
New +$418K 0.18% 138

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Fidelis Capital Partners's SPGI Position: Q2 2026 in Review

Fidelis Capital Partners increased its S&P Global (SPGI) stake by 1.9% in Q2 2026, buying an estimated $13.9K and bringing the position to 1,790 shares worth $729K. The position accounts for 0.04% of the portfolio, ranked #277.

Fidelis Capital Partners first reported a position in SPGI in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.31M in Q3 2024. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Fidelis Capital Partners held 1,790 shares of S&P Global worth $729K as of Q2 2026.
  • Fidelis Capital Partners bought 33 S&P Global shares in Q2 2026, an estimated $13.9K.
  • S&P Global made up 0.04% of Fidelis Capital Partners's portfolio in Q2 2026, its #277 holding.
  • Fidelis Capital Partners first reported a position in S&P Global in Q1 2023 and has held it in 14 quarters since.
  • Fidelis Capital Partners's S&P Global position peaked at $1.31M in Q3 2024.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.