Ken Fisher
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Ken Fisher’s S&P Global SPGI Stock Holding History

Ken Fisher’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 		$3.8M Buy
8,937
+120
+1% +$55.7K ﹤0.01% 493
2025
Q4 		$4.61M Buy
8,817
+198
+2% +$98K ﹤0.01% 475
2025
Q3 		$4.19M Buy
8,619
+2,713
+46% +$1.45M ﹤0.01% 492
2025
Q2 		$3.11M Buy
5,906
+162
+3% +$80.8K ﹤0.01% 533
2025
Q1 		$2.92M Sell
5,744
-611
-10% -$312K ﹤0.01% 537
2024
Q4 		$3.17M Sell
6,355
-164
-3% -$83.2K ﹤0.01% 541
2024
Q3 		$3.37M Buy
6,519
+492
+8% +$243K ﹤0.01% 523
2024
Q2 		$2.69M Buy
6,027
+51
+0.9% +$21.9K ﹤0.01% 547
2024
Q1 		$2.54M Sell
5,976
-407
-6% -$176K ﹤0.01% 564
2023
Q4 		$2.81M Buy
6,383
+60
+0.9% +$23.7K ﹤0.01% 552
2023
Q3 		$2.31M Sell
6,323
-11
-0.2% -$4.33K ﹤0.01% 607
2023
Q2 		$2.54M Buy
6,334
+217
+4% +$79.3K ﹤0.01% 626
2023
Q1 		$2.11M Buy
6,117
+2,944
+93% +$1.04M ﹤0.01% 643
2022
Q4 		$1.06M Buy
3,173
+983
+45% +$324K ﹤0.01% 757
2022
Q3 		$669K Buy
2,190
+1,420
+184% +$508K ﹤0.01% 721
2022
Q2 		$260K Buy
770
+66
+9% +$23.5K ﹤0.01% 826
2022
Q1 		$289K Sell
704
-156
-18% -$63.5K ﹤0.01% 821
2021
Q4 		$406K Buy
860
+120
+16% +$54.9K ﹤0.01% 799
2021
Q3 		$314K Buy
740
+137
+23% +$59.4K ﹤0.01% 793
2021
Q2 		$248K Sell
603
-343
-36% -$132K ﹤0.01% 841
2021
Q1 		$334K Sell
946
-66
-7% -$22K ﹤0.01% 768
2020
Q4 		$333K Buy
1,012
+111
+12% +$37.4K ﹤0.01% 773
2020
Q3 		$325K Buy
901
+23
+3% +$8.12K ﹤0.01% 727
2020
Q2 		$289K Sell
878
-98
-10% -$29.5K ﹤0.01% 728
2020
Q1 		$239K Sell
976
-128
-12% -$35.1K ﹤0.01% 706
2019
Q4 		$301K Sell
1,104
-220
-17% -$57.2K ﹤0.01% 723
2019
Q3 		$324K Buy
1,324
+171
+15% +$42.7K ﹤0.01% 731
2019
Q2 		$263K Buy
+1,153
New +$252K ﹤0.01% 749

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ken Fisher's SPGI Position: Q1 2026 in Review

Ken Fisher increased its S&P Global (SPGI) stake by 1.4% in Q1 2026, buying an estimated $55.7K and bringing the position to 8,937 shares worth $3.8M. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Ken Fisher first reported a position in SPGI in Q2 2019 and has held it in 28 quarters since. The position peaked at $4.61M in Q4 2025. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Ken Fisher held 8,937 shares of S&P Global worth $3.8M as of Q1 2026.
  • Ken Fisher bought 120 S&P Global shares in Q1 2026, an estimated $55.7K.
  • S&P Global made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #493 holding.
  • Ken Fisher first reported a position in S&P Global in Q2 2019 and has held it in 28 quarters since.
  • Ken Fisher's S&P Global position peaked at $4.61M in Q4 2025.
  • 2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.