Stephens Consulting’s S&P Global SPGI Stock Holding History

Stephens Consulting’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 Q3	–	Sell	-15	Closed	-$7.91K	–	1049
2025 Q2	$7.91K	Buy	15 +10	+200%	+$4.99K	﹤0.01%	354
2025 Q1	$2.54K	Buy	+5	New	+$2.56K	﹤0.01%	428
2022 Q1	–	Sell	-9	Closed	-$4.25K	–	674
2021 Q4	$4.25K	Buy	+9	New	+$4.12K	﹤0.01%	514

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stephens Consulting's SPGI Position: Q3 2025 in Review

Stephens Consulting sold out of S&P Global (SPGI) in Q3 2025, closing a stake of 15 shares — an estimated $7.91K sold.

Stephens Consulting first reported a position in SPGI in Q4 2021 and held it in 3 quarters. The position peaked at $7.91K in Q2 2025. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

Stephens Consulting reported no remaining S&P Global position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 15 S&P Global shares in Q3 2025, an estimated $7.91K.
Stephens Consulting first reported a position in S&P Global in Q4 2021 and held it in 3 quarters.
Stephens Consulting's S&P Global position peaked at $7.91K in Q2 2025.
2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.