Plato Investment Management’s S&P Global SPGI Stock Holding History

Plato Investment 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	$4.15M	Sell	9,761 -1,599	-14%	-$742K	0.28%	84
2025 Q4	$5.97M	Buy	11,360 +541	+5%	+$268K	0.39%	56
2025 Q3	$5.23M	Buy	10,819 +562	+5%	+$301K	0.35%	60
2025 Q2	$5.39M	Buy	10,257 +2,799	+38%	+$1.4M	0.41%	49
2025 Q1	$3.83M	Buy	7,458 +72	+1%	+$36.8K	0.32%	79
2024 Q4	$3.69M	Buy	7,386 +1,347	+22%	+$683K	0.27%	88
2024 Q3	$3.12M	Buy	6,039 +633	+12%	+$313K	0.25%	98
2024 Q2	$2.41M	Buy	5,406 +1,137	+27%	+$488K	0.22%	105
2024 Q1	$1.82M	Buy	4,269 +4,184	+4,922%	+$1.81M	0.19%	132
2023 Q4	$37.4K	Buy	+85	New	+$33.5K	0.05%	261

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

Plato Investment Management's SPGI Position: Q1 2026 in Review

Plato Investment Management reduced its S&P Global (SPGI) stake by 14% in Q1 2026, selling an estimated $742K and leaving 9,761 shares worth $4.15M. The position accounts for 0.28% of the portfolio, ranked #84.

Plato Investment Management first reported a position in SPGI in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.97M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Plato Investment Management held 9,761 shares of S&P Global worth $4.15M as of Q1 2026.
Plato Investment Management sold 1,599 S&P Global shares in Q1 2026, an estimated $742K.
S&P Global made up 0.28% of Plato Investment Management's portfolio in Q1 2026, its #84 holding.
Plato Investment Management first reported a position in S&P Global in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's S&P Global position peaked at $5.97M in Q4 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.