Meritage Portfolio Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $558K | Buy |
1,067
+212
| +25% | +$105K | 0.04% | 214 |
|
|
2025
Q3 | $416K | Sell |
855
-81
| -9% | -$43.4K | 0.03% | 248 |
|
|
2025
Q2 | $494K | Hold |
936
| – | – | 0.03% | 244 |
|
|
2025
Q1 | $476K | Sell |
936
-53
| -5% | -$27.1K | 0.03% | 243 |
|
|
2024
Q4 | $493K | Hold |
989
| – | – | 0.03% | 250 |
|
|
2024
Q3 | $511K | Sell |
989
-143
| -13% | -$70.8K | 0.03% | 250 |
|
|
2024
Q2 | $505K | Sell |
1,132
-47
| -4% | -$20.2K | 0.03% | 236 |
|
|
2024
Q1 | $502K | Sell |
1,179
-171
| -13% | -$74.1K | 0.03% | 245 |
|
|
2023
Q4 | $595K | Sell |
1,350
-13
| -1% | -$5.13K | 0.04% | 236 |
|
|
2023
Q3 | $498K | Sell |
1,363
-159
| -10% | -$62.5K | 0.04% | 239 |
|
|
2023
Q2 | $610K | Buy |
1,522
+7
| +0.5% | +$2.56K | 0.04% | 225 |
|
|
2023
Q1 | $522K | Sell |
1,515
-1,063
| -41% | -$374K | 0.04% | 206 |
|
|
2022
Q4 | $863K | Sell |
2,578
-30,323
| -92% | -$10M | 0.07% | 192 |
|
|
2022
Q3 | $10M | Sell |
32,901
-277
| -0.8% | -$99.1K | 0.83% | 20 |
|
|
2022
Q2 | $11.2M | Sell |
33,178
-1,679
| -5% | -$599K | 0.87% | 20 |
|
|
2022
Q1 | $14.3M | Sell |
34,857
-924
| -3% | -$376K | 0.89% | 18 |
|
|
2021
Q4 | $16.9M | Sell |
35,781
-432
| -1% | -$198K | 0.96% | 22 |
|
|
2021
Q3 | $15.4M | Buy |
36,213
+94
| +0.3% | +$40.7K | 0.92% | 23 |
|
|
2021
Q2 | $14.8M | Sell |
36,119
-443
| -1% | -$170K | 0.89% | 22 |
|
|
2021
Q1 | $12.9M | Sell |
36,562
-1,524
| -4% | -$507K | 0.86% | 25 |
|
|
2020
Q4 | $12.5M | Buy |
38,086
+237
| +0.6% | +$79.9K | 0.92% | 26 |
|
|
2020
Q3 | $13.6M | Sell |
37,849
-162
| -0.4% | -$57.2K | 1.22% | 19 |
|
|
2020
Q2 | $12.5M | Buy |
38,011
+1,405
| +4% | +$422K | 1.2% | 23 |
|
|
2020
Q1 | $8.97M | Sell |
36,606
-1,582
| -4% | -$434K | 1.22% | 18 |
|
|
2019
Q4 | $10.4M | Sell |
38,188
-192
| -0.5% | -$49.9K | 0.92% | 23 |
|
|
2019
Q3 | $9.4M | Buy |
38,380
+1,649
| +4% | +$412K | 0.89% | 20 |
|
|
2019
Q2 | $8.37M | Buy |
36,731
+595
| +2% | +$130K | 0.85% | 26 |
|
|
2019
Q1 | $7.61M | Buy |
36,136
+1,957
| +6% | +$379K | 0.77% | 31 |
|
|
2018
Q4 | $5.81M | Sell |
34,179
-3,400
| -9% | -$609K | 0.66% | 38 |
|
|
2018
Q3 | $7.34M | Sell |
37,579
-168
| -0.4% | -$34.7K | 0.67% | 33 |
|
|
2018
Q2 | $7.7M | Buy |
37,747
+134
| +0.4% | +$26.5K | 0.75% | 28 |
|
|
2018
Q1 | $7.19M | Buy |
+37,613
| New | +$6.94M | 0.69% | 36 |
|
Other funds holding SPGI
Meritage Portfolio Management's SPGI Position: Q4 2025 in Review
Meritage Portfolio Management increased its S&P Global (SPGI) stake by 25% in Q4 2025, buying an estimated $105K and bringing the position to 1,067 shares worth $558K. The position accounts for 0.04% of the portfolio, ranked #214.
Meritage Portfolio Management first reported a position in SPGI in Q1 2018 and has held it in 32 quarters since. The position peaked at $16.9M in Q4 2021. 2,200 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.
- Meritage Portfolio Management held 1,067 shares of S&P Global worth $558K as of Q4 2025.
- Meritage Portfolio Management bought 212 S&P Global shares in Q4 2025, an estimated $105K.
- S&P Global made up 0.04% of Meritage Portfolio Management's portfolio in Q4 2025, its #214 holding.
- Meritage Portfolio Management first reported a position in S&P Global in Q1 2018 and has held it in 32 quarters since.
- Meritage Portfolio Management's S&P Global position peaked at $16.9M in Q4 2021.
- 2,200 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.
Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.