GW&K Investment Management’s S&P Global SPGI Stock Holding History

GW&K Investment Management’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	$1.42M	Sell	3,348 -12	-0.4%	-$5.57K	0.01%	321
2025 Q4	$1.76M	Sell	3,360 -46	-1%	-$22.8K	0.02%	317
2025 Q3	$1.66M	Sell	3,406 -119	-3%	-$63.7K	0.01%	322
2025 Q2	$1.86M	Sell	3,525 -1,472	-29%	-$735K	0.02%	307
2025 Q1	$2.54M	Sell	4,997 -50,597	-91%	-$25.9M	0.02%	299
2024 Q4	$27.7M	Sell	55,594 -1,326	-2%	-$673K	0.24%	162
2024 Q3	$29.4M	Sell	56,920 -78,346	-58%	-$38.8M	0.25%	165
2024 Q2	$60.3M	Sell	135,266 -2,883	-2%	-$1.24M	0.55%	56
2024 Q1	$58.8M	Sell	138,149 -662	-0.5%	-$287K	0.52%	69
2023 Q4	$61.1M	Sell	138,811 -3,619	-3%	-$1.43M	0.57%	53
2023 Q3	$52M	Sell	142,430 -3,604	-2%	-$1.42M	0.52%	68
2023 Q2	$58.5M	Buy	146,034 +2,078	+1%	+$759K	0.56%	57
2023 Q1	$49.6M	Buy	143,956 +84,947	+144%	+$29.9M	0.48%	86
2022 Q4	$19.8M	Buy	+59,009	New	+$19.5M	0.2%	179
2022 Q3	–	Sell	-48	Closed	-$16K	–	761
2022 Q2	$16K	Buy	48 +21	+78%	+$7.49K	﹤0.01%	429
2022 Q1	$11K	Buy	+27	New	+$11K	﹤0.01%	434

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

GW&K Investment Management's SPGI Position: Q1 2026 in Review

GW&K Investment Management reduced its S&P Global (SPGI) stake by 0.36% in Q1 2026, selling an estimated $5.57K and leaving 3,348 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #321.

GW&K Investment Management first reported a position in SPGI in Q1 2022 and has held it in 16 quarters since. The position peaked at $61.1M in Q4 2023. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

GW&K Investment Management held 3,348 shares of S&P Global worth $1.42M as of Q1 2026.
GW&K Investment Management sold 12 S&P Global shares in Q1 2026, an estimated $5.57K.
S&P Global made up 0.01% of GW&K Investment Management's portfolio in Q1 2026, its #321 holding.
GW&K Investment Management first reported a position in S&P Global in Q1 2022 and has held it in 16 quarters since.
GW&K Investment Management's S&P Global position peaked at $61.1M in Q4 2023.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.