Stephens Investment Management Group’s S&P Global SPGI Stock Holding History

Stephens Investment Management Group’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	-482	Closed	-$254K	–	186
2025 Q2	$254K	Hold	482	–	–	﹤0.01%	177
2025 Q1	$245K	Hold	482	–	–	﹤0.01%	165
2024 Q4	$240K	Hold	482	–	–	﹤0.01%	171
2024 Q3	$249K	Sell	482 -37	-7%	-$18.3K	﹤0.01%	160
2024 Q2	$231K	Buy	519 +10	+2%	+$4.29K	﹤0.01%	161
2024 Q1	$217K	Buy	509 +142	+39%	+$61.5K	﹤0.01%	160
2023 Q4	$162K	Hold	367	–	–	﹤0.01%	160
2023 Q3	$134K	Hold	367	–	–	﹤0.01%	165
2023 Q2	$147K	Buy	367 +89	+32%	+$32.5K	﹤0.01%	167
2023 Q1	$95.8K	Buy	+278	New	+$97.8K	﹤0.01%	167

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 Investment Management Group's SPGI Position: Q3 2025 in Review

Stephens Investment Management Group sold out of S&P Global (SPGI) in Q3 2025, closing a stake of 482 shares — an estimated $254K sold.

Stephens Investment Management Group first reported a position in SPGI in Q1 2023 and held it in 10 quarters. The position peaked at $254K in Q2 2025. 2,052 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

Stephens Investment Management Group reported no remaining S&P Global position as of Q3 2025 after selling out during the quarter.
Stephens Investment Management Group sold 482 S&P Global shares in Q3 2025, an estimated $254K.
Stephens Investment Management Group first reported a position in S&P Global in Q1 2023 and held it in 10 quarters.
Stephens Investment Management Group's S&P Global position peaked at $254K in Q2 2025.
2,052 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Stephens Investment Management Group's 13F filing for Q3 2025, filed 28 Oct 2025.