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

North Star 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	$28.1K	Buy	66 +5	+8%	+$2.32K	﹤0.01%	849
2025 Q4	$31.9K	Buy	61 +35	+135%	+$17.3K	﹤0.01%	762
2025 Q3	$12.7K	Hold	26	–	–	﹤0.01%	872
2025 Q2	$13.7K	Hold	26	–	–	﹤0.01%	841
2025 Q1	$13.2K	Hold	26	–	–	﹤0.01%	808
2024 Q4	$12.9K	Hold	26	–	–	﹤0.01%	820
2024 Q3	$13.4K	Hold	26	–	–	﹤0.01%	784
2024 Q2	$11.6K	Hold	26	–	–	﹤0.01%	791
2024 Q1	$11.1K	Hold	26	–	–	﹤0.01%	839
2023 Q4	$11.5K	Hold	26	–	–	﹤0.01%	809
2023 Q3	$9.5K	Buy	26 +16	+160%	+$6.29K	﹤0.01%	848
2023 Q2	$4.01K	Hold	10	–	–	﹤0.01%	1000
2023 Q1	$3.45K	Hold	10	–	–	﹤0.01%	1032
2022 Q4	$3.35K	Buy	+10	New	+$3.3K	﹤0.01%	1020
2020 Q2	–	Sell	-170	Closed	-$42K	–	1031
2020 Q1	$42K	Sell	170 -200	-54%	-$54.9K	0.01%	514
2019 Q4	$101K	Hold	370	–	–	0.01%	434
2019 Q3	$91K	Buy	+370	New	+$92.5K	0.01%	438
2019 Q2	–	Sell	-370	Closed	-$78K	–	850
2019 Q1	$78K	Sell	370 -435	-54%	-$84.2K	0.01%	481
2018 Q4	$137K	Hold	805	–	–	0.02%	376
2018 Q3	$157K	Hold	805	–	–	0.02%	377
2018 Q2	$164K	Hold	805	–	–	0.02%	378
2018 Q1	$154K	Buy	805 +290	+56%	+$53.5K	0.02%	380
2017 Q4	$87K	Hold	515	–	–	0.01%	452
2017 Q3	$80K	Buy	515 +315	+158%	+$47.9K	0.01%	465
2017 Q2	$29K	Hold	200	–	–	﹤0.01%	633
2017 Q1	$26K	Hold	200	–	–	﹤0.01%	634
2016 Q4	$22K	Hold	200	–	–	﹤0.01%	628
2016 Q3	$25K	Hold	200	–	–	﹤0.01%	514
2016 Q2	$21K	Buy	+200	New	+$21.5K	﹤0.01%	534

Other funds holding SPGI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

North Star Investment Management's SPGI Position: Q1 2026 in Review

North Star Investment Management increased its S&P Global (SPGI) stake by 8.2% in Q1 2026, buying an estimated $2.32K and bringing the position to 66 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

North Star Investment Management first reported a position in SPGI in Q2 2016 and has held it in 29 quarters since. The position peaked at $164K in Q2 2018. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

North Star Investment Management held 66 shares of S&P Global worth $28.1K as of Q1 2026.
North Star Investment Management bought 5 S&P Global shares in Q1 2026, an estimated $2.32K.
S&P Global made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #849 holding.
North Star Investment Management first reported a position in S&P Global in Q2 2016 and has held it in 29 quarters since.
North Star Investment Management's S&P Global position peaked at $164K in Q2 2018.
2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.