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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
Q2 		$7.97M Sell
19,581
-502
-2% -$212K 4.37% 6
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sterling Investment Management's SPGI Position: Q2 2026 in Review

Sterling Investment Management reduced its S&P Global (SPGI) stake by 2.5% in Q2 2026, selling an estimated $212K and leaving 19,581 shares worth $7.97M. The position accounts for 4.37% of the portfolio, ranked #6.

Sterling Investment Management first reported a position in SPGI in Q2 2022 and has held it in 17 quarters since. The position peaked at $8.54M in Q1 2026. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Sterling Investment Management held 19,581 shares of S&P Global worth $7.97M as of Q2 2026.
  • Sterling Investment Management sold 502 S&P Global shares in Q2 2026, an estimated $212K.
  • S&P Global made up 4.37% of Sterling Investment Management's portfolio in Q2 2026, its #6 holding.
  • Sterling Investment Management first reported a position in S&P Global in Q2 2022 and has held it in 17 quarters since.
  • Sterling Investment Management's S&P Global position peaked at $8.54M in Q1 2026.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Sterling Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.