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Stansberry Asset Management’s S&P Global SPGI Stock Holding History

Stansberry Asset 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 		$5.24M Sell
12,317
-197
-2% -$91.5K 0.54% 64
2025
Q4 		$6.54M Sell
12,514
-10,056
-45% -$4.98M 0.66% 53
2025
Q3 		$11M Buy
22,570
+673
+3% +$360K 1.15% 35
2025
Q2 		$11.5M Buy
21,897
+152
+0.7% +$75.9K 1.26% 30
2025
Q1 		$11M Buy
21,745
+810
+4% +$414K 1.33% 25
2024
Q4 		$10.4M Sell
20,935
-79
-0.4% -$40.1K 1.35% 26
2024
Q3 		$10.9M Buy
21,014
+142
+0.7% +$70.3K 1.36% 25
2024
Q2 		$9.31M Buy
20,872
+2,005
+11% +$860K 1.22% 28
2024
Q1 		$8.03M Buy
18,867
+1,069
+6% +$463K 1.08% 33
2023
Q4 		$7.84M Sell
17,798
-737
-4% -$291K 1.3% 27
2023
Q3 		$6.77M Buy
18,535
+9,989
+117% +$3.93M 1.19% 29
2023
Q2 		$3.43M Buy
8,546
+415
+5% +$152K 0.63% 50
2023
Q1 		$2.8M Buy
8,131
+3,852
+90% +$1.36M 0.54% 54
2022
Q4 		$1.43M Sell
4,279
-10,892
-72% -$3.59M 0.3% 60
2022
Q3 		$4.63M Buy
15,171
+964
+7% +$345K 1% 35
2022
Q2 		$4.79M Sell
14,207
-1,438
-9% -$513K 1.02% 35
2022
Q1 		$6.42M Buy
15,645
+1,352
+9% +$551K 1.04% 33
2021
Q4 		$6.75M Buy
14,293
+3,689
+35% +$1.69M 1.08% 29
2021
Q3 		$4.51M Buy
10,604
+1,699
+19% +$736K 0.91% 33
2021
Q2 		$3.65M Buy
+8,905
New +$3.42M 0.88% 34

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Stansberry Asset Management's SPGI Position: Q1 2026 in Review

Stansberry Asset Management reduced its S&P Global (SPGI) stake by 1.6% in Q1 2026, selling an estimated $91.5K and leaving 12,317 shares worth $5.24M. The position accounts for 0.54% of the portfolio, ranked #64.

Stansberry Asset Management first reported a position in SPGI in Q2 2021 and has held it in 20 quarters since. The position peaked at $11.5M in Q2 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Stansberry Asset Management held 12,317 shares of S&P Global worth $5.24M as of Q1 2026.
  • Stansberry Asset Management sold 197 S&P Global shares in Q1 2026, an estimated $91.5K.
  • S&P Global made up 0.54% of Stansberry Asset Management's portfolio in Q1 2026, its #64 holding.
  • Stansberry Asset Management first reported a position in S&P Global in Q2 2021 and has held it in 20 quarters since.
  • Stansberry Asset Management's S&P Global position peaked at $11.5M in Q2 2025.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Stansberry Asset Management's 13F filing for Q1 2026, filed 15 May 2026.