NCM
SPGI icon

Northwest Capital Management’s S&P Global SPGI Stock Holding History

Northwest Capital 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
Q2 		– Sell
-4
Closed -$2.04K – 434
2025
Q1 		$2.04K Hold
4
– – ﹤0.01% 398
2024
Q4 		$1.99K Hold
4
– – ﹤0.01% 395
2024
Q3 		$2.07K Hold
4
– – ﹤0.01% 409
2024
Q2 		$1.78K Sell
4
-23
-85% -$9.87K ﹤0.01% 416
2024
Q1 		$11.5K Hold
27
– – ﹤0.01% 379
2023
Q4 		$11.9K Buy
27
+4
+17% +$1.58K ﹤0.01% 355
2023
Q3 		$8.4K Hold
23
– – ﹤0.01% 379
2023
Q2 		$9.22K Buy
+23
New +$8.4K ﹤0.01% 383

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Northwest Capital Management's SPGI Position: Q2 2025 in Review

Northwest Capital Management sold out of S&P Global (SPGI) in Q2 2025, closing a stake of 4 shares — an estimated $2.04K sold.

Northwest Capital Management first reported a position in SPGI in Q2 2023 and held it in 8 quarters. The position peaked at $11.9K in Q4 2023. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • Northwest Capital Management reported no remaining S&P Global position as of Q2 2025 after selling out during the quarter.
  • Northwest Capital Management sold 4 S&P Global shares in Q2 2025, an estimated $2.04K.
  • Northwest Capital Management first reported a position in S&P Global in Q2 2023 and held it in 8 quarters.
  • Northwest Capital Management's S&P Global position peaked at $11.9K in Q4 2023.
  • 2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Northwest Capital Management's 13F filing for Q2 2025, filed 25 Jul 2025.