Little House Capital’s S&P Global SPGI Stock Holding History

Little House Capital’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	$607K	Buy	1,428 +3	+0.2%	+$1.39K	0.16%	100
2025 Q4	$745K	Hold	1,425	–	–	0.19%	95
2025 Q3	$694K	Sell	1,425 -82	-5%	-$43.9K	0.16%	103
2025 Q2	$795K	Buy	1,507 +82	+6%	+$40.9K	0.2%	96
2025 Q1	$724K	Buy	1,425 +254	+22%	+$130K	0.2%	99
2024 Q4	$583K	Hold	1,171	–	–	0.17%	90
2024 Q3	$605K	Sell	1,171 -99	-8%	-$49K	0.17%	90
2024 Q2	$566K	Hold	1,270	–	–	0.18%	89
2024 Q1	$540K	Hold	1,270	–	–	0.18%	100
2023 Q4	$559K	Buy	+1,270	New	+$501K	0.2%	91
2022 Q4	–	Sell	-1,663	Closed	-$508K	–	117
2022 Q3	$508K	Buy	1,663 +76	+5%	+$27.2K	0.27%	83
2022 Q2	$535K	Sell	1,587 -11	-0.7%	-$3.92K	0.29%	82
2022 Q1	$655K	Buy	+1,598	New	+$651K	0.34%	81

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

Little House Capital's SPGI Position: Q1 2026 in Review

Little House Capital increased its S&P Global (SPGI) stake by 0.21% in Q1 2026, buying an estimated $1.39K and bringing the position to 1,428 shares worth $607K. The position accounts for 0.16% of the portfolio, ranked #100.

Little House Capital first reported a position in SPGI in Q1 2022 and has held it in 13 quarters since. The position peaked at $795K in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Little House Capital held 1,428 shares of S&P Global worth $607K as of Q1 2026.
Little House Capital bought 3 S&P Global shares in Q1 2026, an estimated $1.39K.
S&P Global made up 0.16% of Little House Capital's portfolio in Q1 2026, its #100 holding.
Little House Capital first reported a position in S&P Global in Q1 2022 and has held it in 13 quarters since.
Little House Capital's S&P Global position peaked at $795K in Q2 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Little House Capital's 13F filing for Q1 2026, filed 7 May 2026.