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Stone Run Capital’s S&P Global SPGI Stock Holding History

Stone Run Capital’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 		$8.79M Sell
18,061
-1,056
-6% -$565K 3.46% 8
2025
Q2 		$10.1M Buy
19,117
+50
+0.3% +$25K 4.03% 3
2025
Q1 		$9.69M Sell
19,067
-1,700
-8% -$869K 4.08% 3
2024
Q4 		$10.3M Sell
20,767
-550
-3% -$279K 4.06% 1
2024
Q3 		$11M Sell
21,317
-25
-0.1% -$12.4K 4.1% 2
2024
Q2 		$9.52M Sell
21,342
-25
-0.1% -$10.7K 3.8% 2
2024
Q1 		$9.09M Sell
21,367
-2,028
-9% -$879K 3.47% 6
2023
Q4 		$10.3M Sell
23,395
-658
-3% -$260K 4.42% 1
2023
Q3 		$8.79M Sell
24,053
-643
-3% -$253K 4.31% 3
2023
Q2 		$9.9M Sell
24,696
-250
-1% -$91.3K 4.4% 2
2023
Q1 		$8.6M Buy
24,946
+668
+3% +$235K 4.11% 5
2022
Q4 		$8.13M Sell
24,278
-3,068
-11% -$1.01M 4.11% 6
2022
Q3 		$8.35M Hold
27,346
– – 4.5% 4
2022
Q2 		$9.22M Hold
27,346
– – 4.64% 2
2022
Q1 		$11.2M Buy
+27,346
New +$11.1M 4.15% 1

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stone Run Capital's SPGI Position: Q3 2025 in Review

Stone Run Capital reduced its S&P Global (SPGI) stake by 5.5% in Q3 2025, selling an estimated $565K and leaving 18,061 shares worth $8.79M. The position accounts for 3.46% of the portfolio, ranked #8.

Stone Run Capital first reported a position in SPGI in Q1 2022 and has held it in 15 quarters since. The position peaked at $11.2M in Q1 2022. 2,053 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • Stone Run Capital held 18,061 shares of S&P Global worth $8.79M as of Q3 2025.
  • Stone Run Capital sold 1,056 S&P Global shares in Q3 2025, an estimated $565K.
  • S&P Global made up 3.46% of Stone Run Capital's portfolio in Q3 2025, its #8 holding.
  • Stone Run Capital first reported a position in S&P Global in Q1 2022 and has held it in 15 quarters since.
  • Stone Run Capital's S&P Global position peaked at $11.2M in Q1 2022.
  • 2,053 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Stone Run Capital's 13F filing for Q3 2025, filed 14 Nov 2025.