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

&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
2026 Q2	$19.8M	Sell	48,499 -424	-0.9%	-$179K	0.08%	223
2026 Q1	$20.7M	Sell	48,923 -8,517	-15%	-$3.95M	0.1%	184
2025 Q4	$30M	Sell	57,440 -1,641	-3%	-$812K	0.16%	125
2025 Q3	$28.8M	Buy	59,081 +5,044	+9%	+$2.7M	0.18%	109
2025 Q2	$28.5M	Buy	54,037 +15,913	+42%	+$7.94M	0.22%	103
2025 Q1	$19.1M	Sell	38,124 -1,550	-4%	-$792K	0.2%	107
2024 Q4	$19.7M	Buy	39,674 +11,765	+42%	+$5.97M	0.24%	94
2024 Q3	$14.4M	Buy	27,909 +13,386	+92%	+$6.62M	0.28%	81
2024 Q2	$6.47M	Buy	+14,523	New	+$6.23M	0.28%	87

Other funds holding SPGI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

&Partners's SPGI Position: Q2 2026 in Review

&Partners reduced its S&P Global (SPGI) stake by 0.87% in Q2 2026, selling an estimated $179K and leaving 48,499 shares worth $19.8M. The position accounts for 0.08% of the portfolio, ranked #223.

&Partners first reported a position in SPGI in Q2 2024 and has held it in 9 quarters since. The position peaked at $30M in Q4 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

&Partners held 48,499 shares of S&P Global worth $19.8M as of Q2 2026.
&Partners sold 424 S&P Global shares in Q2 2026, an estimated $179K.
S&P Global made up 0.08% of &Partners's portfolio in Q2 2026, its #223 holding.
&Partners first reported a position in S&P Global in Q2 2024 and has held it in 9 quarters since.
&Partners's S&P Global position peaked at $30M in Q4 2025.
2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.