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Moloney Securities Asset Management’s S&P Global SPGI Stock Holding History

Moloney Securities Asset 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
Q3 		– Sell
-405
Closed -$214K – 526
2025
Q2 		$214K Buy
405
+10
+3% +$4.99K 0.03% 429
2025
Q1 		$201K Sell
395
-21
-5% -$10.7K 0.03% 436
2024
Q4 		$207K Sell
416
-54
-11% -$27.4K 0.03% 412
2024
Q3 		$243K Sell
470
-7
-1% -$3.46K 0.03% 403
2024
Q2 		$213K Buy
+477
New +$205K 0.03% 413
2024
Q1 		– Sell
-460
Closed -$203K – 495
2023
Q4 		$203K Buy
+460
New +$182K 0.03% 405
2022
Q2 		– Sell
-2,824
Closed -$1.16M – 420
2022
Q1 		$1.16M Buy
2,824
+702
+33% +$286K 0.23% 124
2021
Q4 		$1M Sell
2,122
-21
-1% -$9.61K 0.17% 147
2021
Q3 		$911K Buy
2,143
+37
+2% +$16K 0.17% 164
2021
Q2 		$864K Buy
+2,106
New +$809K 0.16% 166

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moloney Securities Asset Management's SPGI Position: Q3 2025 in Review

Moloney Securities Asset Management sold out of S&P Global (SPGI) in Q3 2025, closing a stake of 405 shares — an estimated $214K sold.

Moloney Securities Asset Management first reported a position in SPGI in Q2 2021 and held it in 10 quarters. The position peaked at $1.16M in Q1 2022. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • Moloney Securities Asset Management reported no remaining S&P Global position as of Q3 2025 after selling out during the quarter.
  • Moloney Securities Asset Management sold 405 S&P Global shares in Q3 2025, an estimated $214K.
  • Moloney Securities Asset Management first reported a position in S&P Global in Q2 2021 and held it in 10 quarters.
  • Moloney Securities Asset Management's S&P Global position peaked at $1.16M in Q1 2022.
  • 2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.