Hendershot Investments’s S&P Global SPGI Stock Holding History

Hendershot Investments’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	$203K	Hold	478	–	–	0.03%	120
2025 Q4	$250K	Hold	478	–	–	0.03%	108
2025 Q3	$233K	Sell	478 -49	-9%	-$26.2K	0.03%	108
2025 Q2	$278K	Hold	527	–	–	0.04%	100
2025 Q1	$268K	Buy	527 +49	+10%	+$25K	0.04%	104
2024 Q4	$238K	Buy	478 +8	+2%	+$4.06K	0.03%	112
2024 Q3	$243K	Hold	470	–	–	0.03%	112
2024 Q2	$210K	Hold	470	–	–	0.03%	115
2024 Q1	$200K	Hold	470	–	–	0.03%	120
2023 Q4	$207K	Sell	470 -29	-6%	-$11.4K	0.03%	118
2023 Q3	$182K	Hold	499	–	–	0.03%	120
2023 Q2	$200K	Hold	499	–	–	0.03%	123
2023 Q1	$172K	Sell	499 -10	-2%	-$3.52K	0.03%	134
2022 Q4	$170K	Buy	509 +10	+2%	+$3.3K	0.03%	135
2022 Q3	$152K	Hold	499	–	–	0.03%	135
2022 Q2	$168K	Hold	499	–	–	0.03%	134
2022 Q1	$205K	Buy	499 +29	+6%	+$11.8K	0.03%	134
2021 Q4	$222K	Hold	470	–	–	0.03%	137
2021 Q3	$200K	Hold	470	–	–	0.04%	94
2021 Q2	$193K	Hold	470	–	–	0.04%	91
2021 Q1	$166K	Hold	470	–	–	0.04%	86
2020 Q4	$155K	Hold	470	–	–	0.04%	84
2020 Q3	$169K	Sell	470 -230	-33%	-$81.1K	0.05%	78
2020 Q2	$231K	Buy	+700	New	+$210K	0.07%	65

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

Hendershot Investments's SPGI Position: Q1 2026 in Review

Hendershot Investments held its S&P Global (SPGI) position steady in Q1 2026 at 478 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #120.

Hendershot Investments first reported a position in SPGI in Q2 2020 and has held it in 24 quarters since. The position peaked at $278K in Q2 2025. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Hendershot Investments held 478 shares of S&P Global worth $203K as of Q1 2026.
Hendershot Investments left its S&P Global share count unchanged in Q1 2026.
S&P Global made up 0.03% of Hendershot Investments's portfolio in Q1 2026, its #120 holding.
Hendershot Investments first reported a position in S&P Global in Q2 2020 and has held it in 24 quarters since.
Hendershot Investments's S&P Global position peaked at $278K in Q2 2025.
2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Hendershot Investments's 13F filing for Q1 2026, filed 27 Apr 2026.