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

Tortoise 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
2025 Q4	–	Sell	-203	Closed	-$98.8K	–	1264
2025 Q3	$98.8K	Buy	203 +1	+0.5%	+$535	0.01%	312
2025 Q2	$107K	Sell	202 -6	-3%	-$2.99K	0.01%	288
2025 Q1	$106K	Sell	208 -74	-26%	-$37.8K	0.01%	277
2024 Q4	$140K	Buy	282 +1	+0.4%	+$507	0.01%	265
2024 Q3	$145K	Buy	281 +35	+14%	+$17.3K	0.02%	265
2024 Q2	$110K	Sell	246 -49	-17%	-$21K	0.01%	284
2024 Q1	$126K	Sell	295 -19	-6%	-$8.23K	0.02%	266
2023 Q4	$138K	Hold	314	–	–	0.02%	246
2023 Q3	$115K	Hold	314	–	–	0.02%	257
2023 Q2	$126K	Hold	314	–	–	0.02%	253
2023 Q1	$108K	Hold	314	–	–	0.02%	259
2022 Q4	$105K	Sell	314 -67	-18%	-$22.1K	0.02%	260
2022 Q3	$116K	Buy	381 +5	+1%	+$1.79K	0.02%	233
2022 Q2	$127K	Sell	376 -12	-3%	-$4.28K	0.02%	204
2022 Q1	$159K	Buy	388 +155	+67%	+$63.1K	0.03%	197
2021 Q4	$110K	Hold	233	–	–	0.02%	209
2021 Q3	$99K	Hold	233	–	–	0.02%	200
2021 Q2	$96K	Hold	233	–	–	0.02%	202
2021 Q1	$82K	Buy	+233	New	+$77.5K	0.02%	213

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 $45.2B AUM 12.74% 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 $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tortoise Investment Management's SPGI Position: Q4 2025 in Review

Tortoise Investment Management sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 203 shares — an estimated $98.8K sold.

Tortoise Investment Management first reported a position in SPGI in Q1 2021 and held it in 19 quarters. The position peaked at $159K in Q1 2022. 2,197 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

Tortoise Investment Management reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 203 S&P Global shares in Q4 2025, an estimated $98.8K.
Tortoise Investment Management first reported a position in S&P Global in Q1 2021 and held it in 19 quarters.
Tortoise Investment Management's S&P Global position peaked at $159K in Q1 2022.
2,197 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.