Marietta Investment Partners’s S&P Global SPGI Stock Holding History

Marietta Investment Partners’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	$240K	Sell	589 -17	-3%	-$7.18K	0.04%	161
2026 Q1	$258K	Buy	606 +38	+7%	+$17.6K	0.05%	149
2025 Q4	$297K	Sell	568 -8	-1%	-$3.96K	0.06%	145
2025 Q3	$280K	Buy	576 +6	+1%	+$3.21K	0.05%	150
2025 Q2	$301K	Hold	570	–	–	0.07%	138
2025 Q1	$290K	Buy	570 +46	+9%	+$23.5K	0.07%	140
2024 Q4	$261K	Sell	524 -411	-44%	-$209K	0.06%	144
2024 Q3	$483K	Hold	935	–	–	0.1%	121
2024 Q2	$417K	Hold	935	–	–	0.09%	122
2024 Q1	$398K	Buy	935 +57	+6%	+$24.7K	0.09%	128
2023 Q4	$387K	Buy	878 +258	+42%	+$102K	0.1%	121
2023 Q3	$227K	Hold	620	–	–	0.06%	152
2023 Q2	$249K	Buy	+620	New	+$227K	0.06%	147
2022 Q1	–	Sell	-466	Closed	-$220K	–	190
2021 Q4	$220K	Buy	+466	New	+$213K	0.05%	179

Other funds holding SPGI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Marietta Investment Partners's SPGI Position: Q2 2026 in Review

Marietta Investment Partners reduced its S&P Global (SPGI) stake by 2.8% in Q2 2026, selling an estimated $7.18K and leaving 589 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #161.

Marietta Investment Partners first reported a position in SPGI in Q4 2021 and has held it in 14 quarters since. The position peaked at $483K in Q3 2024. 1,773 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Marietta Investment Partners held 589 shares of S&P Global worth $240K as of Q2 2026.
Marietta Investment Partners sold 17 S&P Global shares in Q2 2026, an estimated $7.18K.
S&P Global made up 0.04% of Marietta Investment Partners's portfolio in Q2 2026, its #161 holding.
Marietta Investment Partners first reported a position in S&P Global in Q4 2021 and has held it in 14 quarters since.
Marietta Investment Partners's S&P Global position peaked at $483K in Q3 2024.
1,773 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Marietta Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.