Freestone Grove Partners’s S&P Global SPGI Stock Holding History

Freestone Grove 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	–	Sell	-51,541	Closed	-$26.9M	–	1164
2025 Q4	$26.9M	Buy	+51,541	New	+$25.5M	0.19%	170
2025 Q3	–	Sell	-94,949	Closed	-$50.1M	–	888
2025 Q2	$50.1M	Buy	94,949 +5,841	+7%	+$2.92M	0.38%	96
2025 Q1	$45.3M	Buy	89,108 +86,340	+3,119%	+$44.1M	0.47%	67
2024 Q4	$1.38M	Buy	+2,768	New	+$1.4M	0.02%	281

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

Freestone Grove Partners's SPGI Position: Q1 2026 in Review

Freestone Grove Partners sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 51,541 shares — an estimated $26.9M sold.

Freestone Grove Partners first reported a position in SPGI in Q4 2024 and held it in 4 quarters. The position peaked at $50.1M in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Freestone Grove Partners reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Freestone Grove Partners sold 51,541 S&P Global shares in Q1 2026, an estimated $26.9M.
Freestone Grove Partners first reported a position in S&P Global in Q4 2024 and held it in 4 quarters.
Freestone Grove Partners's S&P Global position peaked at $50.1M in Q2 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.