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

Ironwood 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	$872K	Sell	2,049 -101	-5%	-$46.9K	0.36%	88
2025 Q4	$1.12M	Buy	2,150 +371	+21%	+$184K	0.47%	66
2025 Q3	$866K	Sell	1,779 -5	-0.3%	-$2.68K	0.38%	81
2025 Q2	$941K	Buy	1,784 +18	+1%	+$8.98K	0.46%	70
2025 Q1	$897K	Sell	1,766 -4	-0.2%	-$2.04K	0.49%	68
2024 Q4	$882K	Buy	1,770 +15	+0.9%	+$7.61K	0.44%	75
2024 Q3	$907K	Sell	1,755 -2	-0.1%	-$990	0.44%	77
2024 Q2	$784K	Sell	1,757 -25	-1%	-$10.7K	0.42%	80
2024 Q1	$758K	Buy	1,782 +966	+118%	+$419K	0.37%	81
2023 Q4	$359K	Buy	816 +12	+1%	+$4.74K	0.19%	118
2023 Q3	$294K	Sell	804 -47	-6%	-$18.5K	0.18%	124
2023 Q2	$341K	Sell	851 -52	-6%	-$19K	0.2%	117
2023 Q1	$311K	Sell	903 -18	-2%	-$6.33K	0.19%	120
2022 Q4	$308K	Buy	+921	New	+$304K	0.2%	120

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

Ironwood Investment Management's SPGI Position: Q1 2026 in Review

Ironwood Investment Management reduced its S&P Global (SPGI) stake by 4.7% in Q1 2026, selling an estimated $46.9K and leaving 2,049 shares worth $872K. The position accounts for 0.36% of the portfolio, ranked #88.

Ironwood Investment Management first reported a position in SPGI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.12M in Q4 2025. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Ironwood Investment Management held 2,049 shares of S&P Global worth $872K as of Q1 2026.
Ironwood Investment Management sold 101 S&P Global shares in Q1 2026, an estimated $46.9K.
S&P Global made up 0.36% of Ironwood Investment Management's portfolio in Q1 2026, its #88 holding.
Ironwood Investment Management first reported a position in S&P Global in Q4 2022 and has held it in 14 quarters since.
Ironwood Investment Management's S&P Global position peaked at $1.12M in Q4 2025.
2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.