GL
SPGI icon

GHE LLC’s S&P Global SPGI Stock Holding History

GHE LLC’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 		$4.7M Sell
11,061
-920
-8% -$427K 1.95% 8
2025
Q4 		$6.26M Buy
11,981
+600
+5% +$297K 2.07% 6
2025
Q3 		$5.54M Sell
11,381
-100
-0.9% -$53.5K 2.24% 7
2025
Q2 		$6.05M Sell
11,481
-1,827
-14% -$912K 2.71% 5
2025
Q1 		$6.76M Sell
13,308
-196
-1% -$100K 3.06% 6
2024
Q4 		$6.72M Buy
13,504
+274
+2% +$139K 2.67% 5
2024
Q3 		$6.83M Buy
13,230
+10
+0.1% +$4.95K 2.56% 5
2024
Q2 		$5.9M Sell
13,220
-22
-0.2% -$9.44K 2.36% 6
2024
Q1 		$5.63M Buy
13,242
+4,192
+46% +$1.82M 2.6% 7
2023
Q4 		$575K Sell
9,050
-3,994
-31% -$1.58M 0.35% 39
2023
Q3 		$4.77M Sell
13,044
-15
-0.1% -$5.9K 3.23% 6
2023
Q2 		$5.24M Sell
13,059
-16
-0.1% -$5.85K 3.51% 5
2023
Q1 		$4.51M Buy
13,075
+34
+0.3% +$12K 3.55% 7
2022
Q4 		$4.37M Sell
13,041
-7,525
-37% -$2.48M 4.1% 7
2022
Q3 		$2.32M Buy
20,566
+11,284
+122% +$4.04M 2.47% 13
2022
Q2 		$3.81M Sell
9,282
-3,100
-25% -$1.11M 4.17% 3
2022
Q1 		$5.08M Buy
12,382
+485
+4% +$198K 4.24% 3
2021
Q4 		$5.62M Buy
+11,897
New +$5.44M 4.31% 4

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

GHE LLC's SPGI Position: Q1 2026 in Review

GHE LLC reduced its S&P Global (SPGI) stake by 7.7% in Q1 2026, selling an estimated $427K and leaving 11,061 shares worth $4.7M. The position accounts for 1.95% of the portfolio, ranked #8.

GHE LLC first reported a position in SPGI in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.83M in Q3 2024. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • GHE LLC held 11,061 shares of S&P Global worth $4.7M as of Q1 2026.
  • GHE LLC sold 920 S&P Global shares in Q1 2026, an estimated $427K.
  • S&P Global made up 1.95% of GHE LLC's portfolio in Q1 2026, its #8 holding.
  • GHE LLC first reported a position in S&P Global in Q4 2021 and has held it in 18 quarters since.
  • GHE LLC's S&P Global position peaked at $6.83M in Q3 2024.
  • 2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on GHE LLC's 13F filing for Q1 2026, filed 4 May 2026.