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Oarsman Capital’s S&P Global SPGI Stock Holding History

Oarsman Capital’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 		– Sell
-405
Closed -$212K – 257
2025
Q4 		$212K Sell
405
-21
-5% -$10.4K 0.03% 225
2025
Q3 		$207K Buy
+426
New +$228K 0.03% 232
2025
Q2 		– Sell
-613
Closed -$311K – 255
2025
Q1 		$311K Sell
613
-40
-6% -$20.4K 0.06% 177
2024
Q4 		$325K Sell
653
-7
-1% -$3.55K 0.06% 168
2024
Q3 		$341K Buy
660
+74
+13% +$36.6K 0.06% 167
2024
Q2 		$261K Buy
586
+7
+1% +$3K 0.06% 191
2024
Q1 		$246K Sell
579
-184
-24% -$79.8K 0.06% 202
2023
Q4 		$336K Buy
+763
New +$301K 0.09% 159

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Oarsman Capital's SPGI Position: Q1 2026 in Review

Oarsman Capital sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 405 shares — an estimated $212K sold.

Oarsman Capital first reported a position in SPGI in Q4 2023 and held it in 8 quarters. The position peaked at $341K in Q3 2024. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Oarsman Capital reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Oarsman Capital sold 405 S&P Global shares in Q1 2026, an estimated $212K.
  • Oarsman Capital first reported a position in S&P Global in Q4 2023 and held it in 8 quarters.
  • Oarsman Capital's S&P Global position peaked at $341K in Q3 2024.
  • 2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Oarsman Capital's 13F filing for Q1 2026, filed 28 Apr 2026.