&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 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 $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

&Partners's SPGI Position: Q1 2026 in Review

&Partners reduced its S&P Global (SPGI) stake by 15% in Q1 2026, selling an estimated $3.95M and leaving 48,923 shares worth $20.7M. The position accounts for 0.1% of the portfolio, ranked #184.

&Partners first reported a position in SPGI in Q2 2024 and has held it in 8 quarters since. The position peaked at $30M in Q4 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

&Partners held 48,923 shares of S&P Global worth $20.7M as of Q1 2026.
&Partners sold 8,517 S&P Global shares in Q1 2026, an estimated $3.95M.
S&P Global made up 0.1% of &Partners's portfolio in Q1 2026, its #184 holding.
&Partners first reported a position in S&P Global in Q2 2024 and has held it in 8 quarters since.
&Partners's S&P Global position peaked at $30M in Q4 2025.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.