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Richards, Merrill & Peterson’s S&P Global SPGI Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-8
Closed -$4.07K – 438
2025
Q1 		$4.07K Hold
8
– – ﹤0.01% 445
2024
Q4 		$3.98K Buy
+8
New +$4.06K ﹤0.01% 435

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Richards, Merrill & Peterson's SPGI Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of S&P Global (SPGI) in Q2 2025, closing a stake of 8 shares — an estimated $4.07K sold.

Richards, Merrill & Peterson first reported a position in SPGI in Q4 2024 and held it in 2 quarters. The position peaked at $4.07K in Q1 2025. 2,062 funds tracked by Wall St. Rank hold SPGI as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining S&P Global position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 8 S&P Global shares in Q2 2025, an estimated $4.07K.
  • Richards, Merrill & Peterson first reported a position in S&P Global in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's S&P Global position peaked at $4.07K in Q1 2025.
  • 2,062 funds tracked by Wall St. Rank held S&P Global as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.