RCP
SPGI icon

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

Rothschild 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
2025
Q4 		– Sell
-490
Closed -$238K – 99
2025
Q3 		$238K Hold
490
– – 0.06% 87
2025
Q2 		$258K Hold
490
– – 0.07% 75
2025
Q1 		$249K Hold
490
– – 0.07% 75
2024
Q4 		$244K Buy
+490
New +$249K 0.06% 86

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rothschild Capital Partners's SPGI Position: Q4 2025 in Review

Rothschild Capital Partners sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 490 shares — an estimated $238K sold.

Rothschild Capital Partners first reported a position in SPGI in Q4 2024 and held it in 4 quarters. The position peaked at $258K in Q2 2025. 2,194 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

  • Rothschild Capital Partners reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
  • Rothschild Capital Partners sold 490 S&P Global shares in Q4 2025, an estimated $238K.
  • Rothschild Capital Partners first reported a position in S&P Global in Q4 2024 and held it in 4 quarters.
  • Rothschild Capital Partners's S&P Global position peaked at $258K in Q2 2025.
  • 2,194 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Rothschild Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.