New Millennium Group’s S&P Global SPGI Stock Holding History

New Millennium Group’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 Q4	$54.3K	Hold	104	–	–	0.02%	119
2025 Q3	$50.6K	Hold	104	–	–	0.02%	124
2025 Q2	$54.8K	Hold	104	–	–	0.03%	95
2025 Q1	$52.8K	Hold	104	–	–	0.03%	92
2024 Q4	$51.8K	Hold	104	–	–	0.03%	94
2024 Q3	$53.7K	Hold	104	–	–	0.03%	90
2024 Q2	$46.4K	Buy	+104	New	+$44.6K	0.03%	101
2024 Q1	–	Sell	-104	Closed	-$45.8K	–	350
2023 Q4	$45.8K	Hold	104	–	–	0.04%	103
2023 Q3	$38K	Hold	104	–	–	0.03%	95
2023 Q2	$41.7K	Hold	104	–	–	0.04%	98
2023 Q1	$35.9K	Hold	104	–	–	0.04%	117
2022 Q4	$34.8K	Hold	104	–	–	0.04%	115
2022 Q3	$32K	Buy	104 +8	+8%	+$2.86K	0.04%	114
2022 Q2	$32K	Buy	+96	New	+$34.2K	0.03%	120

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

New Millennium Group's SPGI Position: Q4 2025 in Review

New Millennium Group held its S&P Global (SPGI) position steady in Q4 2025 at 104 shares worth $54.3K. The position accounts for 0.02% of the portfolio, ranked #119.

New Millennium Group first reported a position in SPGI in Q2 2022 and has held it in 14 quarters since. The position peaked at $54.8K in Q2 2025. 2,194 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

New Millennium Group held 104 shares of S&P Global worth $54.3K as of Q4 2025.
New Millennium Group left its S&P Global share count unchanged in Q4 2025.
S&P Global made up 0.02% of New Millennium Group's portfolio in Q4 2025, its #119 holding.
New Millennium Group first reported a position in S&P Global in Q2 2022 and has held it in 14 quarters since.
New Millennium Group's S&P Global position peaked at $54.8K in Q2 2025.
2,194 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.