Tandem Capital Management’s S&P Global SPGI Stock Holding History

Tandem Capital 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	$926K	Buy	+2,177	New	+$1.01M	0.46%	63
2025 Q3	–	Sell	-442	Closed	-$233K	–	121
2025 Q2	$233K	Sell	442 -7	-2%	-$3.49K	0.12%	104
2025 Q1	$228K	Sell	449 -8	-2%	-$4.09K	0.13%	104
2024 Q4	$228K	Sell	457 -18	-4%	-$9.13K	0.12%	105
2024 Q3	$245K	Hold	475	–	–	0.13%	107
2024 Q2	$215K	Buy	+475	New	+$204K	0.12%	107

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

Tandem Capital Management's SPGI Position: Q1 2026 in Review

Tandem Capital Management opened a new position in S&P Global (SPGI) in Q1 2026: 2,177 shares worth $926K. The stake represents 0.46% of the portfolio and ranks #63 among its holdings. This is a return to the name: Tandem Capital Management previously reported a position in SPGI as recently as Q2 2025.

Tandem Capital Management first reported a position in SPGI in Q2 2024 and has held it in 6 quarters since. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Tandem Capital Management held 2,177 shares of S&P Global worth $926K as of Q1 2026.
S&P Global was a new Tandem Capital Management position in Q1 2026.
S&P Global made up 0.46% of Tandem Capital Management's portfolio in Q1 2026, its #63 holding.
Tandem Capital Management first reported a position in S&P Global in Q2 2024 and has held it in 6 quarters since.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Tandem Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.