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

HeadInvest 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	$450K	Buy	1,059 +5	+0.5%	+$2.32K	0.09%	157
2025 Q4	$551K	Sell	1,054 -18	-2%	-$8.91K	0.11%	143
2025 Q3	$522K	Buy	1,072 +90	+9%	+$48.2K	0.11%	140
2025 Q2	$518K	Hold	982	–	–	0.11%	138
2025 Q1	$499K	Sell	982 -15	-2%	-$7.66K	0.1%	144
2024 Q4	$497K	Hold	997	–	–	0.09%	148
2024 Q3	$515K	Buy	997 +20	+2%	+$9.9K	0.1%	149
2024 Q2	$436K	Hold	977	–	–	0.09%	157
2024 Q1	$416K	Sell	977 -25	-2%	-$10.8K	0.08%	168
2023 Q4	$441K	Hold	1,002	–	–	0.09%	155
2023 Q3	$367K	Hold	1,002	–	–	0.08%	163
2023 Q2	$388K	Sell	1,002 -68	-6%	-$24.8K	0.08%	161
2023 Q1	$369K	Sell	1,070 -28	-3%	-$9.85K	0.08%	163
2022 Q4	$368K	Buy	1,098 +42	+4%	+$13.8K	0.08%	161
2022 Q3	$322K	Buy	+1,056	New	+$378K	0.08%	167

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

HeadInvest LLC's SPGI Position: Q1 2026 in Review

HeadInvest LLC increased its S&P Global (SPGI) stake by 0.47% in Q1 2026, buying an estimated $2.32K and bringing the position to 1,059 shares worth $450K. The position accounts for 0.09% of the portfolio, ranked #157.

HeadInvest LLC first reported a position in SPGI in Q3 2022 and has held it in 15 quarters since. The position peaked at $551K in Q4 2025. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

HeadInvest LLC held 1,059 shares of S&P Global worth $450K as of Q1 2026.
HeadInvest LLC bought 5 S&P Global shares in Q1 2026, an estimated $2.32K.
S&P Global made up 0.09% of HeadInvest LLC's portfolio in Q1 2026, its #157 holding.
HeadInvest LLC first reported a position in S&P Global in Q3 2022 and has held it in 15 quarters since.
HeadInvest LLC's S&P Global position peaked at $551K in Q4 2025.
2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on HeadInvest LLC's 13F filing for Q1 2026, filed 15 May 2026.