Moseley Investment Management’s S&P Global SPGI Stock Holding History

Moseley Investment 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
2026 Q1	$669K	Hold	1,574	–	–	0.21%	74
2025 Q4	$822K	Hold	1,574	–	–	0.25%	70
2025 Q3	$766K	Hold	1,574	–	–	0.23%	78
2025 Q2	$830K	Buy	1,574 +2	+0.1%	+$998	0.29%	72
2025 Q1	$799K	Hold	1,572	–	–	0.31%	71
2024 Q4	$783K	Hold	1,572	–	–	0.31%	69
2024 Q3	$812K	Buy	1,572 +2	+0.1%	+$990	0.32%	67
2024 Q2	$700K	Hold	1,570	–	–	0.33%	69
2024 Q1	$668K	Hold	1,570	–	–	0.33%	71
2023 Q4	$691K	Hold	1,570	–	–	0.38%	61
2023 Q3	$574K	Hold	1,570	–	–	0.34%	70
2023 Q2	$629K	Hold	1,570	–	–	0.37%	67
2023 Q1	$541K	Hold	1,570	–	–	0.35%	70
2022 Q4	$526K	Hold	1,570	–	–	0.38%	68
2022 Q3	$479K	Hold	1,570	–	–	0.35%	69
2022 Q2	$529K	Hold	1,570	–	–	0.37%	72
2022 Q1	$644K	Hold	1,570	–	–	0.35%	79
2021 Q4	$741K	Hold	1,570	–	–	0.34%	79
2021 Q3	$672K	Hold	1,570	–	–	0.34%	81
2021 Q2	$644K	Hold	1,570	–	–	0.32%	79
2021 Q1	$554K	Buy	+1,570	New	+$522K	0.31%	87

Other funds holding SPGI

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Moseley Investment Management's SPGI Position: Q1 2026 in Review

Moseley Investment Management held its S&P Global (SPGI) position steady in Q1 2026 at 1,574 shares worth $669K. The position accounts for 0.21% of the portfolio, ranked #74.

Moseley Investment Management first reported a position in SPGI in Q1 2021 and has held it in 21 quarters since. The position peaked at $830K in Q2 2025. 2,122 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Moseley Investment Management held 1,574 shares of S&P Global worth $669K as of Q1 2026.
Moseley Investment Management left its S&P Global share count unchanged in Q1 2026.
S&P Global made up 0.21% of Moseley Investment Management's portfolio in Q1 2026, its #74 holding.
Moseley Investment Management first reported a position in S&P Global in Q1 2021 and has held it in 21 quarters since.
Moseley Investment Management's S&P Global position peaked at $830K in Q2 2025.
2,122 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.