OV Management’s S&P Global SPGI Stock Holding History

OV 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	$199K	Sell	468 -1,463	-76%	-$679K	0.41%	33
2025 Q4	$1.01M	Hold	1,931	–	–	0.87%	29
2025 Q3	$940K	Sell	1,931 -2	-0.1%	-$1.07K	0.8%	34
2025 Q2	$1.02M	Sell	1,933 -2,938	-60%	-$1.47M	0.85%	24
2025 Q1	$2.47M	Buy	4,871 +500	+11%	+$255K	1.16%	29
2024 Q4	$2.18M	Buy	4,371 +319	+8%	+$162K	1.01%	24
2024 Q3	$2.09M	Buy	4,052 +5	+0.1%	+$2.47K	1.39%	21
2024 Q2	$1.8M	Buy	4,047 +47	+1%	+$20.2K	1.26%	23
2024 Q1	$1.7M	Hold	4,000	–	–	1.23%	27
2023 Q4	$1.76M	Buy	+4,000	New	+$1.58M	1.45%	18

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

OV Management's SPGI Position: Q1 2026 in Review

OV Management reduced its S&P Global (SPGI) stake by 76% in Q1 2026, selling an estimated $679K and leaving 468 shares worth $199K. The position accounts for 0.41% of the portfolio, ranked #33.

OV Management first reported a position in SPGI in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.47M in Q1 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

OV Management held 468 shares of S&P Global worth $199K as of Q1 2026.
OV Management sold 1,463 S&P Global shares in Q1 2026, an estimated $679K.
S&P Global made up 0.41% of OV Management's portfolio in Q1 2026, its #33 holding.
OV Management first reported a position in S&P Global in Q4 2023 and has held it in 10 quarters since.
OV Management's S&P Global position peaked at $2.47M in Q1 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on OV Management's 13F filing for Q1 2026, filed 14 Apr 2026.