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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
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 $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

Fidelis Capital Partners's SPGI Position: Q1 2026 in Review

Fidelis Capital Partners reduced its S&P Global (SPGI) stake by 25% in Q1 2026, selling an estimated $273K and leaving 1,757 shares worth $747K. The position accounts for 0.05% of the portfolio, ranked #255.

Fidelis Capital Partners first reported a position in SPGI in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.31M in Q3 2024. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Fidelis Capital Partners held 1,757 shares of S&P Global worth $747K as of Q1 2026.
  • Fidelis Capital Partners sold 588 S&P Global shares in Q1 2026, an estimated $273K.
  • S&P Global made up 0.05% of Fidelis Capital Partners's portfolio in Q1 2026, its #255 holding.
  • Fidelis Capital Partners first reported a position in S&P Global in Q1 2023 and has held it in 13 quarters since.
  • Fidelis Capital Partners's S&P Global position peaked at $1.31M in Q3 2024.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.