Levin Capital Strategies’s S&P Global SPGI Stock Holding History

Levin Capital Strategies’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	$6.48M	Sell	15,244 -3,182	-17%	-$1.48M	0.49%	57
2025 Q4	$9.63M	Sell	18,426 -201	-1%	-$99.5K	0.83%	40
2025 Q3	$9.07M	Buy	18,627 +17,776	+2,089%	+$9.52M	0.82%	39
2025 Q2	$449K	Hold	851	–	–	0.04%	129
2025 Q1	$433K	Sell	851 -100	-11%	-$51.1K	0.05%	118
2024 Q4	$474K	Buy	+951	New	+$483K	0.04%	130
2024 Q2	–	Sell	-1,141	Closed	-$485K	–	269
2024 Q1	$485K	Buy	+1,141	New	+$495K	0.05%	135
2022 Q2	–	Sell	-1,000	Closed	-$410K	–	334
2022 Q1	$410K	Buy	+1,000	New	+$407K	0.04%	181

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

Levin Capital Strategies's SPGI Position: Q1 2026 in Review

Levin Capital Strategies reduced its S&P Global (SPGI) stake by 17% in Q1 2026, selling an estimated $1.48M and leaving 15,244 shares worth $6.48M. The position accounts for 0.49% of the portfolio, ranked #57.

Levin Capital Strategies first reported a position in SPGI in Q1 2022 and has held it in 8 quarters since. The position peaked at $9.63M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Levin Capital Strategies held 15,244 shares of S&P Global worth $6.48M as of Q1 2026.
Levin Capital Strategies sold 3,182 S&P Global shares in Q1 2026, an estimated $1.48M.
S&P Global made up 0.49% of Levin Capital Strategies's portfolio in Q1 2026, its #57 holding.
Levin Capital Strategies first reported a position in S&P Global in Q1 2022 and has held it in 8 quarters since.
Levin Capital Strategies's S&P Global position peaked at $9.63M in Q4 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Levin Capital Strategies's 13F filing for Q1 2026, filed 13 May 2026.