Tacita Capital’s S&P Global SPGI Stock Holding History

Tacita 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 Q4	–	Sell	-20	Closed	-$9.73K	–	220
2025 Q3	$9.73K	Buy	+20	New	+$10.7K	0.01%	197
2023 Q4	–	Sell	-63	Closed	-$23K	–	223
2023 Q3	$23K	Hold	63	–	–	0.02%	166
2023 Q2	$25K	Hold	63	–	–	0.02%	162
2023 Q1	$22K	Hold	63	–	–	0.02%	160
2022 Q4	$21K	Hold	63	–	–	0.02%	167
2022 Q3	$19K	Hold	63	–	–	0.01%	166
2022 Q2	$21K	Hold	63	–	–	0.01%	170
2022 Q1	$26K	Hold	63	–	–	0.02%	169
2021 Q4	$30K	Hold	63	–	–	0.02%	165
2021 Q3	$27K	Hold	63	–	–	0.02%	158
2021 Q2	$26K	Hold	63	–	–	0.02%	162
2021 Q1	$22K	Hold	63	–	–	0.01%	166
2020 Q4	$21K	Buy	+63	New	+$21.3K	0.01%	168

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tacita Capital's SPGI Position: Q4 2025 in Review

Tacita Capital sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 20 shares — an estimated $9.73K sold.

Tacita Capital first reported a position in SPGI in Q4 2020 and held it in 13 quarters. The position peaked at $30K in Q4 2021. 2,199 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

Tacita Capital reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
Tacita Capital sold 20 S&P Global shares in Q4 2025, an estimated $9.73K.
Tacita Capital first reported a position in S&P Global in Q4 2020 and held it in 13 quarters.
Tacita Capital's S&P Global position peaked at $30K in Q4 2021.
2,199 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Tacita Capital's 13F filing for Q4 2025, filed 11 Feb 2026.