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

Stratos 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	–	Sell	-555	Closed	-$290K	–	387
2025 Q4	$290K	Sell	555 -11	-2%	-$5.44K	0.01%	295
2025 Q3	$276K	Buy	566 +62	+12%	+$33.2K	0.01%	303
2025 Q2	$266K	Sell	504 -27	-5%	-$13.5K	0.01%	314
2025 Q1	$270K	Buy	531 +89	+20%	+$45.5K	0.01%	268
2024 Q4	$221K	Sell	442 -3	-0.7%	-$1.52K	0.01%	255
2024 Q3	$230K	Sell	445 -8	-2%	-$3.96K	0.02%	227
2024 Q2	$202K	Buy	+453	New	+$194K	0.02%	221
2021 Q4	–	Sell	-611	Closed	-$260K	–	228
2021 Q3	$260K	Buy	+611	New	+$265K	0.05%	208
2020 Q1	–	Sell	-948	Closed	-$259K	–	119
2019 Q4	$259K	Buy	+948	New	+$246K	0.12%	99

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Stratos Investment Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 555 shares — an estimated $290K sold.

Stratos Investment Management first reported a position in SPGI in Q4 2019 and held it in 9 quarters. The position peaked at $290K in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Stratos Investment Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
Stratos Investment Management sold 555 S&P Global shares in Q1 2026, an estimated $290K.
Stratos Investment Management first reported a position in S&P Global in Q4 2019 and held it in 9 quarters.
Stratos Investment Management's S&P Global position peaked at $290K in Q4 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.