Gallo Partners’s S&P Global SPGI Stock Holding History

Gallo 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	-10,334	Closed	-$5.4M	–	60
2025 Q4	$5.4M	Buy	10,334 +5,672	+122%	+$2.81M	4.76%	6
2025 Q3	$2.27M	Buy	4,662 +4,008	+613%	+$2.15M	1.69%	31
2025 Q2	$345K	Sell	654 -12,011	-95%	-$5.99M	0.23%	45
2025 Q1	$6.44M	Buy	12,665 +6,784	+115%	+$3.47M	4.28%	2
2024 Q4	$2.93M	Buy	+5,881	New	+$2.98M	2.15%	13

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

Gallo Partners's SPGI Position: Q1 2026 in Review

Gallo Partners sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 10,334 shares — an estimated $5.4M sold.

Gallo Partners first reported a position in SPGI in Q4 2024 and held it in 5 quarters. The position peaked at $6.44M in Q1 2025. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Gallo Partners reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Gallo Partners sold 10,334 S&P Global shares in Q1 2026, an estimated $5.4M.
Gallo Partners first reported a position in S&P Global in Q4 2024 and held it in 5 quarters.
Gallo Partners's S&P Global position peaked at $6.44M in Q1 2025.
2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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