Shelter Rock Management’s S&P Global SPGI Stock Holding History

Shelter Rock Management’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	–	Sell	-1,452	Closed	-$759K	–	44
2025 Q4	$759K	Buy	+1,452	New	+$718K	0.76%	21

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Shelter Rock Management's SPGI Position: Q1 2026 in Review

Shelter Rock Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 1,452 shares — an estimated $759K sold.

Shelter Rock Management first reported a position in SPGI in Q4 2025 and held it in 1 quarter. The position peaked at $759K in Q4 2025. 2,122 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Shelter Rock Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Shelter Rock Management sold 1,452 S&P Global shares in Q1 2026, an estimated $759K.
Shelter Rock Management first reported a position in S&P Global in Q4 2025 and held it in 1 quarter.
Shelter Rock Management's S&P Global position peaked at $759K in Q4 2025.
2,122 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Shelter Rock Management's 13F filing for Q1 2026, filed 10 Apr 2026.