Wallace Weitz’s S&P Global SPGI Stock Holding History

Wallace Weitz’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 Q2	$2.91M	Buy	7,150 +100	+1%	+$42.2K	0.2%	45
2026 Q1	$3M	Sell	7,050 -90	-1%	-$41.8K	0.21%	44
2025 Q4	$3.73M	Hold	7,140	–	–	0.22%	39
2025 Q3	$3.48M	Hold	7,140	–	–	0.19%	44
2025 Q2	$3.76M	Hold	7,140	–	–	0.2%	40
2025 Q1	$3.63M	Sell	7,140 -40,000	-85%	-$20.4M	0.19%	41
2024 Q4	$23.5M	Sell	47,140 -7,085	-13%	-$3.59M	1.21%	31
2024 Q3	$28M	Sell	54,225 -14,650	-21%	-$7.25M	1.38%	32
2024 Q2	$30.7M	Hold	68,875	–	–	1.61%	24
2024 Q1	$29.3M	Sell	68,875 -2,500	-4%	-$1.08M	1.48%	28
2023 Q4	$31.4M	Hold	71,375	–	–	1.66%	23
2023 Q3	$26.1M	Sell	71,375 -2,500	-3%	-$983K	1.43%	27
2023 Q2	$29.6M	Hold	73,875	–	–	1.58%	25
2023 Q1	$25.5M	Hold	73,875	–	–	1.47%	25
2022 Q4	$24.7M	Hold	73,875	–	–	1.4%	25
2022 Q3	$22.6M	Sell	73,875 -5,000	-6%	-$1.79M	1.33%	26
2022 Q2	$26.6M	Buy	78,875 +4,575	+6%	+$1.63M	1.39%	25
2022 Q1	$30.5M	Buy	74,300 +5,501	+8%	+$2.24M	1.35%	26
2021 Q4	$32.5M	Buy	68,799 +299	+0.4%	+$137K	1.3%	28
2021 Q3	$29.1M	Hold	68,500	–	–	1.22%	30
2021 Q2	$28.1M	Hold	68,500	–	–	1.19%	31
2021 Q1	$24.2M	Hold	68,500	–	–	1.07%	33
2020 Q4	$22.5M	Hold	68,500	–	–	0.96%	35
2020 Q3	$24.7M	Hold	68,500	–	–	1.16%	31
2020 Q2	$22.6M	Hold	68,500	–	–	1.12%	32
2020 Q1	$16.8M	Buy	+68,500	New	+$18.8M	0.89%	39

Other funds holding SPGI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wallace Weitz's SPGI Position: Q2 2026 in Review

Wallace Weitz increased its S&P Global (SPGI) stake by 1.4% in Q2 2026, buying an estimated $42.2K and bringing the position to 7,150 shares worth $2.91M. The position accounts for 0.2% of the portfolio, ranked #45.

Wallace Weitz first reported a position in SPGI in Q1 2020 and has held it in 26 quarters since. The position peaked at $32.5M in Q4 2021. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Wallace Weitz held 7,150 shares of S&P Global worth $2.91M as of Q2 2026.
Wallace Weitz bought 100 S&P Global shares in Q2 2026, an estimated $42.2K.
S&P Global made up 0.2% of Wallace Weitz's portfolio in Q2 2026, its #45 holding.
Wallace Weitz first reported a position in S&P Global in Q1 2020 and has held it in 26 quarters since.
Wallace Weitz's S&P Global position peaked at $32.5M in Q4 2021.
2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Weitz Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.