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Kesler Norman & Wride’s S&P Global SPGI Stock Holding History

Kesler Norman & Wride’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
Q2 		$2.17M Sell
5,332
-372
-7% -$157K 0.34% 75
2026
Q1 		$2.43M Sell
5,704
-7
-0.1% -$3.25K 0.42% 60
2025
Q4 		$2.98M Sell
5,711
-28
-0.5% -$13.9K 0.51% 57
2025
Q3 		$2.86M Sell
5,739
-704
-11% -$377K 0.56% 53
2025
Q2 		$3.4M Sell
6,443
-37
-0.6% -$18.5K 0.6% 52
2025
Q1 		$3.29M Buy
6,480
+741
+13% +$379K 0.63% 51
2024
Q4 		$2.86M Buy
5,739
+271
+5% +$138K 0.62% 48
2024
Q3 		$2.83M Sell
5,468
-1,191
-18% -$589K 0.55% 53
2024
Q2 		$2.97M Sell
6,659
-92
-1% -$39.5K 0.63% 53
2024
Q1 		$2.87M Sell
6,751
-746
-10% -$323K 0.61% 51
2023
Q4 		$3.3M Sell
7,497
-447
-6% -$176K 0.76% 43
2023
Q3 		$2.9M Sell
7,944
-560
-7% -$220K 0.73% 42
2023
Q2 		$3.41M Sell
8,504
-73
-0.9% -$26.7K 0.83% 40
2023
Q1 		$2.96M Sell
8,577
-354
-4% -$125K 0.75% 46
2022
Q4 		$2.99M Buy
8,931
+266
+3% +$87.7K 0.77% 47
2022
Q3 		$2.65M Sell
8,665
-343
-4% -$123K 0.74% 58
2022
Q2 		$3.04M Sell
9,008
-1,539
-15% -$549K 0.84% 54
2022
Q1 		$4.33M Buy
10,547
+282
+3% +$115K 0.96% 44
2021
Q4 		$4.84M Sell
10,265
-30
-0.3% -$13.7K 1.03% 38
2021
Q3 		$4.37M Sell
10,295
-22
-0.2% -$9.53K 1.03% 36
2021
Q2 		$4.42M Sell
10,317
-547
-5% -$210K 1.02% 36
2021
Q1 		$3.83M Buy
10,864
+69
+0.6% +$23K 0.95% 45
2020
Q4 		$3.55M Buy
+10,795
New +$3.64M 0.99% 42

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kesler Norman & Wride's SPGI Position: Q2 2026 in Review

Kesler Norman & Wride reduced its S&P Global (SPGI) stake by 6.5% in Q2 2026, selling an estimated $157K and leaving 5,332 shares worth $2.17M. The position accounts for 0.34% of the portfolio, ranked #75.

Kesler Norman & Wride first reported a position in SPGI in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.84M in Q4 2021. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Kesler Norman & Wride held 5,332 shares of S&P Global worth $2.17M as of Q2 2026.
  • Kesler Norman & Wride sold 372 S&P Global shares in Q2 2026, an estimated $157K.
  • S&P Global made up 0.34% of Kesler Norman & Wride's portfolio in Q2 2026, its #75 holding.
  • Kesler Norman & Wride first reported a position in S&P Global in Q4 2020 and has held it in 23 quarters since.
  • Kesler Norman & Wride's S&P Global position peaked at $4.84M in Q4 2021.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.