ORG Partners’s S&P Global SPGI Stock Holding History

ORG Partners’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	$287K	Sell	548 -284	-34%	-$141K	0.05%	273
2025 Q3	$406K	Sell	832 -87	-9%	-$46.6K	0.07%	226
2025 Q2	$487K	Buy	919 +299	+48%	+$149K	0.1%	177
2025 Q1	$317K	Sell	620 -224	-27%	-$114K	0.08%	198
2024 Q4	$421K	Buy	844 +177	+27%	+$89.8K	0.06%	207
2024 Q3	$345K	Sell	667 -471	-41%	-$233K	0.06%	213
2024 Q2	$508K	Buy	1,138 +946	+493%	+$406K	0.06%	242
2024 Q1	$82K	Sell	192 -1,403	-88%	-$608K	0.16%	85
2023 Q4	$703K	Buy	1,595 +165	+12%	+$65.1K	0.12%	145
2023 Q3	$522K	Buy	1,430 +80	+6%	+$31.5K	0.15%	153
2023 Q2	$540K	Buy	+1,350	New	+$493K	0.09%	202

Other funds holding SPGI

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ORG Partners's SPGI Position: Q4 2025 in Review

ORG Partners reduced its S&P Global (SPGI) stake by 34% in Q4 2025, selling an estimated $141K and leaving 548 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #273.

ORG Partners first reported a position in SPGI in Q2 2023 and has held it in 11 quarters since. The position peaked at $703K in Q4 2023. 2,200 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

ORG Partners held 548 shares of S&P Global worth $287K as of Q4 2025.
ORG Partners sold 284 S&P Global shares in Q4 2025, an estimated $141K.
S&P Global made up 0.05% of ORG Partners's portfolio in Q4 2025, its #273 holding.
ORG Partners first reported a position in S&P Global in Q2 2023 and has held it in 11 quarters since.
ORG Partners's S&P Global position peaked at $703K in Q4 2023.
2,200 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.