Riverwater Partners’s S&P Global SPGI Stock Holding History

Riverwater 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	$363K	Sell	854 -44	-5%	-$20.4K	0.12%	154
2025 Q4	$469K	Sell	898 -3	-0.3%	-$1.48K	0.18%	126
2025 Q3	$439K	Buy	901 +68	+8%	+$36.4K	0.18%	133
2025 Q2	$439K	Buy	833 +27	+3%	+$13.5K	0.21%	125
2025 Q1	$410K	Sell	806 -131	-14%	-$66.9K	0.21%	116
2024 Q4	$467K	Buy	937 +2	+0.2%	+$1.01K	0.23%	106
2024 Q3	$481K	Hold	935	–	–	0.24%	111
2024 Q2	$417K	Buy	935 +109	+13%	+$46.8K	0.31%	94
2024 Q1	$351K	Sell	826 -31	-4%	-$13.4K	0.26%	125
2023 Q4	$378K	Hold	857	–	–	0.3%	102
2023 Q3	$313K	Buy	857 +11	+1%	+$4.33K	0.28%	127
2023 Q2	$339K	Hold	846	–	–	0.3%	105
2023 Q1	$292K	Hold	846	–	–	0.27%	121
2022 Q4	$283K	Hold	846	–	–	0.24%	133
2022 Q3	$258K	Hold	846	–	–	0.26%	134
2022 Q2	$285K	Buy	+846	New	+$302K	0.29%	124

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

Riverwater Partners's SPGI Position: Q1 2026 in Review

Riverwater Partners reduced its S&P Global (SPGI) stake by 4.9% in Q1 2026, selling an estimated $20.4K and leaving 854 shares worth $363K. The position accounts for 0.12% of the portfolio, ranked #154.

Riverwater Partners first reported a position in SPGI in Q2 2022 and has held it in 16 quarters since. The position peaked at $481K in Q3 2024. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Riverwater Partners held 854 shares of S&P Global worth $363K as of Q1 2026.
Riverwater Partners sold 44 S&P Global shares in Q1 2026, an estimated $20.4K.
S&P Global made up 0.12% of Riverwater Partners's portfolio in Q1 2026, its #154 holding.
Riverwater Partners first reported a position in S&P Global in Q2 2022 and has held it in 16 quarters since.
Riverwater Partners's S&P Global position peaked at $481K in Q3 2024.
2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Riverwater Partners's 13F filing for Q1 2026, filed 8 May 2026.