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

Sterling Investment 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 		$8.54M Buy
20,083
+6,912
+52% +$3.21M 5.12% 4
2025
Q4 		$6.88M Buy
13,171
+1,422
+12% +$704K 3.9% 7
2025
Q3 		$5.72M Buy
11,749
+2,916
+33% +$1.56M 3.43% 5
2025
Q2 		$4.66M Buy
8,833
+1,748
+25% +$872K 3.08% 8
2025
Q1 		$3.6M Buy
7,085
+1,705
+32% +$871K 2.56% 12
2024
Q4 		$2.68M Sell
5,380
-70
-1% -$35.5K 2.1% 15
2024
Q3 		$2.82M Sell
5,450
-348
-6% -$172K 2.14% 15
2024
Q2 		$2.59M Sell
5,798
-76
-1% -$32.6K 1.97% 16
2024
Q1 		$2.5M Buy
5,874
+103
+2% +$44.6K 1.76% 20
2023
Q4 		$2.54M Sell
5,771
-75
-1% -$29.6K 1.86% 18
2023
Q3 		$2.14M Buy
5,846
+1,810
+45% +$712K 1.9% 21
2023
Q2 		$1.62M Sell
4,036
-58
-1% -$21.2K 1.28% 26
2023
Q1 		$1.41M Sell
4,094
-59
-1% -$20.8K 1.12% 27
2022
Q4 		$1.39M Sell
4,153
-274
-6% -$90.3K 1.12% 30
2022
Q3 		$1.35M Buy
4,427
+692
+19% +$248K 1.14% 28
2022
Q2 		$1.26M Buy
+3,735
New +$1.33M 1.05% 29

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

Sterling Investment Management's SPGI Position: Q1 2026 in Review

Sterling Investment Management increased its S&P Global (SPGI) stake by 52% in Q1 2026, buying an estimated $3.21M and bringing the position to 20,083 shares worth $8.54M. The position accounts for 5.12% of the portfolio, ranked #4.

Sterling Investment Management first reported a position in SPGI in Q2 2022 and has held it in 16 quarters since. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Sterling Investment Management held 20,083 shares of S&P Global worth $8.54M as of Q1 2026.
  • Sterling Investment Management bought 6,912 S&P Global shares in Q1 2026, an estimated $3.21M.
  • S&P Global made up 5.12% of Sterling Investment Management's portfolio in Q1 2026, its #4 holding.
  • Sterling Investment Management first reported a position in S&P Global in Q2 2022 and has held it in 16 quarters since.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Sterling Investment Management's 13F filing for Q1 2026, filed 4 May 2026.