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

Palisade 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
2026 Q1	–	Sell	-13,695	Closed	-$7.16M	–	317
2025 Q4	$7.16M	Sell	13,695 -130	-0.9%	-$64.3K	0.21%	124
2025 Q3	$6.73M	Sell	13,825 -29	-0.2%	-$15.5K	0.18%	140
2025 Q2	$7.31M	Sell	13,854 -38	-0.3%	-$19K	0.21%	128
2025 Q1	$7.06M	Sell	13,892 -17	-0.1%	-$8.69K	0.2%	131
2024 Q4	$6.93M	Buy	13,909 +3,362	+32%	+$1.71M	0.18%	136
2024 Q3	$5.45M	Sell	10,547 -47	-0.4%	-$23.3K	0.14%	159
2024 Q2	$4.72M	Buy	+10,594	New	+$4.54M	0.13%	170
2016 Q4	–	Sell	-8,204	Closed	-$1.04M	–	526
2016 Q3	$1.04M	Buy	8,204 +2,012	+32%	+$242K	0.04%	410
2016 Q2	$664K	Buy	+6,192	New	+$665K	0.02%	445

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

Palisade Capital Management's SPGI Position: Q1 2026 in Review

Palisade Capital Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 13,695 shares — an estimated $7.16M sold.

Palisade Capital Management first reported a position in SPGI in Q2 2016 and held it in 9 quarters. The position peaked at $7.31M in Q2 2025. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Palisade Capital Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Palisade Capital Management sold 13,695 S&P Global shares in Q1 2026, an estimated $7.16M.
Palisade Capital Management first reported a position in S&P Global in Q2 2016 and held it in 9 quarters.
Palisade Capital Management's S&P Global position peaked at $7.31M in Q2 2025.
2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Palisade Capital Management's 13F filing for Q1 2026, filed 15 May 2026.