Roberts Capital Advisors’s S&P Global SPGI Stock Holding History

Roberts Capital Advisors’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	–	Sell	-1,874	Closed	-$912K	–	53
2025 Q3	$912K	Hold	1,874	–	–	1.01%	29
2025 Q2	$988K	Hold	1,874	–	–	0.73%	35
2025 Q1	$952K	Hold	1,874	–	–	0.83%	30
2024 Q4	$933K	Hold	1,874	–	–	0.78%	33
2024 Q3	$968K	Hold	1,874	–	–	0.83%	33
2024 Q2	$797K	Hold	1,874	–	–	0.76%	41
2024 Q1	$797K	Buy	+1,874	New	+$812K	0.76%	41
2022 Q3	$613K	Hold	2,009	–	–	0.89%	30
2022 Q2	$677K	Hold	2,009	–	–	0.93%	33
2022 Q1	$824K	Hold	2,009	–	–	0.85%	33
2021 Q4	$948K	Buy	+2,009	New	+$919K	0.88%	34

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

Roberts Capital Advisors's SPGI Position: Q4 2025 in Review

Roberts Capital Advisors sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 1,874 shares — an estimated $912K sold.

Roberts Capital Advisors first reported a position in SPGI in Q4 2021 and held it in 11 quarters. The position peaked at $988K in Q2 2025. 2,194 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

Roberts Capital Advisors reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
Roberts Capital Advisors sold 1,874 S&P Global shares in Q4 2025, an estimated $912K.
Roberts Capital Advisors first reported a position in S&P Global in Q4 2021 and held it in 11 quarters.
Roberts Capital Advisors's S&P Global position peaked at $988K in Q2 2025.
2,194 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.