IP
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Investment Partners’s S&P Global SPGI Stock Holding History

Investment 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
-403
Closed -$211K – 155
2025
Q4 		$211K Buy
+403
New +$199K 0.07% 147
2025
Q3 		– Sell
-397
Closed -$209K – 160
2025
Q2 		$209K Buy
397
+1
+0.3% +$499 0.08% 154
2025
Q1 		$201K Buy
+396
New +$202K 0.08% 144
2024
Q4 		– Sell
-394
Closed -$204K – 154
2024
Q3 		$204K Buy
+394
New +$195K 0.08% 143

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Investment Partners's SPGI Position: Q1 2026 in Review

Investment Partners sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 403 shares — an estimated $211K sold.

Investment Partners first reported a position in SPGI in Q3 2024 and held it in 4 quarters. The position peaked at $211K in Q4 2025. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Investment Partners reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Investment Partners sold 403 S&P Global shares in Q1 2026, an estimated $211K.
  • Investment Partners first reported a position in S&P Global in Q3 2024 and held it in 4 quarters.
  • Investment Partners's S&P Global position peaked at $211K in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.