Foster Dykema Cabot & Partners’s S&P Global SPGI Stock Holding History

Foster Dykema Cabot & 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	$1.22M	Hold	2,859	–	–	0.08%	43
2025 Q4	$1.49M	Hold	2,859	–	–	0.09%	39
2025 Q3	$1.39M	Hold	2,859	–	–	0.09%	43
2025 Q2	$1.51M	Hold	2,859	–	–	0.11%	40
2025 Q1	$1.45M	Buy	2,859 +20	+0.7%	+$10.2K	0.12%	39
2024 Q4	$1.41M	Buy	2,839 +1,034	+57%	+$525K	0.11%	42
2024 Q3	$932K	Buy	1,805 +107	+6%	+$53K	0.08%	49
2024 Q2	$757K	Hold	1,698	–	–	0.07%	48
2024 Q1	$722K	Hold	1,698	–	–	0.07%	49
2023 Q4	$748K	Buy	+1,698	New	+$670K	0.08%	44

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

Foster Dykema Cabot & Partners's SPGI Position: Q1 2026 in Review

Foster Dykema Cabot & Partners held its S&P Global (SPGI) position steady in Q1 2026 at 2,859 shares worth $1.22M. The position accounts for 0.08% of the portfolio, ranked #43.

Foster Dykema Cabot & Partners first reported a position in SPGI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.51M in Q2 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Foster Dykema Cabot & Partners held 2,859 shares of S&P Global worth $1.22M as of Q1 2026.
Foster Dykema Cabot & Partners left its S&P Global share count unchanged in Q1 2026.
S&P Global made up 0.08% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #43 holding.
Foster Dykema Cabot & Partners first reported a position in S&P Global in Q4 2023 and has held it in 10 quarters since.
Foster Dykema Cabot & Partners's S&P Global position peaked at $1.51M in Q2 2025.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.