von Borstel & Associates’s S&P Global SPGI Stock Holding History

von Borstel & Associates’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	-449	Closed	-$221K	–	145
2025 Q3	$221K	Buy	+449	New	+$240K	0.03%	158

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

von Borstel & Associates's SPGI Position: Q4 2025 in Review

von Borstel & Associates sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 449 shares — an estimated $221K sold.

von Borstel & Associates first reported a position in SPGI in Q3 2025 and held it in 1 quarter. The position peaked at $221K in Q3 2025. 2,199 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

von Borstel & Associates reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
von Borstel & Associates sold 449 S&P Global shares in Q4 2025, an estimated $221K.
von Borstel & Associates first reported a position in S&P Global in Q3 2025 and held it in 1 quarter.
von Borstel & Associates's S&P Global position peaked at $221K in Q3 2025.
2,199 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.