Ransom Advisory’s S&P Global SPGI Stock Holding History

Ransom Advisory’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
2025 Q4	$114K	Buy	218 +18	+9%	+$8.91K	0.04%	156
2025 Q3	$97.3K	Hold	200	–	–	0.04%	131
2025 Q2	$105K	Hold	200	–	–	0.05%	131
2025 Q1	$102K	Hold	200	–	–	0.05%	133
2024 Q4	$99.6K	Sell	200 -120	-38%	-$60.9K	0.05%	154
2024 Q3	$165K	Hold	320	–	–	0.08%	132
2024 Q2	$143K	Hold	320	–	–	0.07%	140
2024 Q1	$136K	Buy	+320	New	+$139K	0.07%	136

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ransom Advisory's SPGI Position: Q4 2025 in Review

Ransom Advisory increased its S&P Global (SPGI) stake by 9% in Q4 2025, buying an estimated $8.91K and bringing the position to 218 shares worth $114K. The position accounts for 0.04% of the portfolio, ranked #156.

Ransom Advisory first reported a position in SPGI in Q1 2024 and has held it in 8 quarters since. The position peaked at $165K in Q3 2024. 2,195 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

Ransom Advisory held 218 shares of S&P Global worth $114K as of Q4 2025.
Ransom Advisory bought 18 S&P Global shares in Q4 2025, an estimated $8.91K.
S&P Global made up 0.04% of Ransom Advisory's portfolio in Q4 2025, its #156 holding.
Ransom Advisory first reported a position in S&P Global in Q1 2024 and has held it in 8 quarters since.
Ransom Advisory's S&P Global position peaked at $165K in Q3 2024.
2,195 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.