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

RIT Capital 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	$32.3M	Sell	76,000 -8,500	-10%	-$3.95M	8.64%	4
2025 Q4	$44.2M	Buy	+84,500	New	+$41.8M	9.87%	3
2017 Q3	$24.6M	Hold	157,500	–	–	52.07%	1
2017 Q2	$23M	Sell	157,500 -150,800	-49%	-$20.9M	38.89%	2
2017 Q1	$40.3M	Sell	308,300 -65,000	-17%	-$8.08M	93.77%	1
2016 Q4	$40.1M	Buy	373,300 +44,300	+13%	+$5.29M	88.02%	1
2016 Q3	$41.6M	Buy	+329,000	New	+$39.5M	30.17%	2

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

RIT Capital Partners's SPGI Position: Q1 2026 in Review

RIT Capital Partners reduced its S&P Global (SPGI) stake by 10% in Q1 2026, selling an estimated $3.95M and leaving 76,000 shares worth $32.3M. The position accounts for 8.64% of the portfolio, ranked #4.

RIT Capital Partners first reported a position in SPGI in Q3 2016 and has held it in 7 quarters since. The position peaked at $44.2M in Q4 2025. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

RIT Capital Partners held 76,000 shares of S&P Global worth $32.3M as of Q1 2026.
RIT Capital Partners sold 8,500 S&P Global shares in Q1 2026, an estimated $3.95M.
S&P Global made up 8.64% of RIT Capital Partners's portfolio in Q1 2026, its #4 holding.
RIT Capital Partners first reported a position in S&P Global in Q3 2016 and has held it in 7 quarters since.
RIT Capital Partners's S&P Global position peaked at $44.2M in Q4 2025.
2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on RIT Capital Partners's 13F filing for Q1 2026, filed 12 May 2026.