Venture Visionary Partners’s S&P Global SPGI Stock Holding History

Venture Visionary Partners’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	$457K	Sell	1,075 -24	-2%	-$11.1K	0.02%	441
2025 Q4	$574K	Buy	1,099 +10	+0.9%	+$4.95K	0.02%	404
2025 Q3	$530K	Buy	1,089 +643	+144%	+$344K	0.02%	406
2025 Q2	$235K	Sell	446 -23	-5%	-$11.5K	0.01%	529
2025 Q1	$238K	Sell	469 -35	-7%	-$17.9K	0.01%	501
2024 Q4	$251K	Sell	504 -2	-0.4%	-$1.01K	0.01%	484
2024 Q3	$261K	Sell	506 -40	-7%	-$19.8K	0.01%	481
2024 Q2	$244K	Sell	546 -6	-1%	-$2.57K	0.01%	493
2024 Q1	$235K	Sell	552 -10	-2%	-$4.33K	0.01%	497
2023 Q4	$248K	Hold	562	–	–	0.01%	456
2023 Q3	$205K	Sell	562 -2	-0.4%	-$786	0.01%	465
2023 Q2	$226K	Buy	+564	New	+$206K	0.01%	464
2022 Q3	–	Sell	-303	Closed	-$102K	–	1384
2022 Q2	$102K	Buy	+303	New	+$108K	0.01%	597

Other funds holding SPGI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Capital International Investors

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