Litman Gregory Wealth Management’s S&P Global SPGI Stock Holding History

Litman Gregory Wealth 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
2025 Q4	$6.66M	Sell	12,739 -4	-0%	-$1.98K	0.49%	42
2025 Q3	$6.2M	Sell	12,743 -103	-0.8%	-$55.2K	0.46%	43
2025 Q2	$6.77M	Sell	12,846 -101	-0.8%	-$50.4K	0.53%	40
2025 Q1	$6.58M	Buy	12,947 +2,737	+27%	+$1.4M	0.56%	39
2024 Q4	$5.09M	Sell	10,210 -186	-2%	-$94.4K	0.44%	42
2024 Q3	$5.37M	Sell	10,396 -128	-1%	-$63.3K	0.45%	41
2024 Q2	$4.69M	Buy	10,524 +10	+0.1%	+$4.29K	0.42%	43
2024 Q1	$4.47M	Buy	10,514 +106	+1%	+$45.9K	0.41%	44
2023 Q4	$4.58M	Sell	10,408 -6	-0.1%	-$2.37K	0.44%	42
2023 Q3	$3.81M	Buy	+10,414	New	+$4.09M	0.39%	44

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Litman Gregory Wealth Management's SPGI Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its S&P Global (SPGI) stake by 0.03% in Q4 2025, selling an estimated $1.98K and leaving 12,739 shares worth $6.66M. The position accounts for 0.49% of the portfolio, ranked #42.

Litman Gregory Wealth Management first reported a position in SPGI in Q3 2023 and has held it in 10 quarters since. The position peaked at $6.77M in Q2 2025. 2,200 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

Litman Gregory Wealth Management held 12,739 shares of S&P Global worth $6.66M as of Q4 2025.
Litman Gregory Wealth Management sold 4 S&P Global shares in Q4 2025, an estimated $1.98K.
S&P Global made up 0.49% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #42 holding.
Litman Gregory Wealth Management first reported a position in S&P Global in Q3 2023 and has held it in 10 quarters since.
Litman Gregory Wealth Management's S&P Global position peaked at $6.77M in Q2 2025.
2,200 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.