GDP
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Great Diamond Partners’s S&P Global SPGI Stock Holding History

Great Diamond 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
-692
Closed -$362K – 250
2025
Q4 		$362K Sell
692
-4
-0.6% -$1.98K 0.07% 186
2025
Q3 		$339K Buy
696
+6
+0.9% +$3.21K 0.07% 179
2025
Q2 		$364K Buy
690
+2
+0.3% +$998 0.08% 169
2025
Q1 		$350K Sell
688
-184
-21% -$94K 0.1% 133
2024
Q4 		$434K Sell
872
-2
-0.2% -$1.01K 0.11% 121
2024
Q3 		$452K Buy
874
+1
+0.1% +$495 0.11% 122
2024
Q2 		$389K Sell
873
-11
-1% -$4.72K 0.09% 144
2024
Q1 		$376K Sell
884
-948
-52% -$411K 0.09% 152
2023
Q4 		$807K Sell
1,832
-270
-13% -$107K 0.2% 103
2023
Q3 		$768K Sell
2,102
-8
-0.4% -$3.15K 0.21% 102
2023
Q2 		$846K Buy
2,110
+11
+0.5% +$4.02K 0.22% 95
2023
Q1 		$724K Buy
2,099
+21
+1% +$7.39K 0.21% 101
2022
Q4 		$696K Sell
2,078
-68
-3% -$22.4K 0.21% 100
2022
Q3 		$655K Sell
2,146
-24
-1% -$8.59K 0.22% 93
2022
Q2 		$731K Buy
2,170
+25
+1% +$8.91K 0.24% 88
2022
Q1 		$879K Buy
2,145
+11
+0.5% +$4.48K 0.24% 88
2021
Q4 		$1.01M Buy
2,134
+105
+5% +$48K 0.26% 87
2021
Q3 		$862K Buy
2,029
+806
+66% +$349K 0.24% 90
2021
Q2 		$501K Buy
1,223
+4
+0.3% +$1.54K 0.14% 119
2021
Q1 		$430K Sell
1,219
-36
-3% -$12K 0.13% 127
2020
Q4 		$412K Sell
1,255
-615
-33% -$207K 0.13% 117
2020
Q3 		$674K Buy
1,870
+16
+0.9% +$5.64K 0.25% 73
2020
Q2 		$610K Sell
1,854
-650
-26% -$195K 0.25% 70
2020
Q1 		$613K Sell
2,504
-200
-7% -$54.9K 0.32% 63
2019
Q4 		$738K Buy
+2,704
New +$703K 0.28% 66

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

Great Diamond Partners's SPGI Position: Q1 2026 in Review

Great Diamond Partners sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 692 shares — an estimated $362K sold.

Great Diamond Partners first reported a position in SPGI in Q4 2019 and held it in 25 quarters. The position peaked at $1.01M in Q4 2021. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Great Diamond Partners reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Great Diamond Partners sold 692 S&P Global shares in Q1 2026, an estimated $362K.
  • Great Diamond Partners first reported a position in S&P Global in Q4 2019 and held it in 25 quarters.
  • Great Diamond Partners's S&P Global position peaked at $1.01M in Q4 2021.
  • 2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Great Diamond Partners's 13F filing for Q1 2026, filed 12 May 2026.