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

Warwick 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
2026
Q2 		– Sell
-554
Closed -$236K – 158
2026
Q1 		$236K Buy
554
+71
+15% +$33K 0.03% 119
2025
Q4 		$252K Buy
483
+24
+5% +$11.9K 0.04% 133
2025
Q3 		$224K Buy
459
+16
+4% +$8.57K 0.04% 139
2025
Q2 		$234K Sell
443
-66
-13% -$32.9K 0.05% 109
2025
Q1 		$259K Buy
509
+96
+23% +$49.1K 0.05% 99
2024
Q4 		$205K Sell
413
-1
-0.2% -$507 0.04% 94
2024
Q3 		$214K Buy
+414
New +$205K 0.05% 89

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Warwick Investment Management's SPGI Position: Q2 2026 in Review

Warwick Investment Management sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 554 shares — an estimated $236K sold.

Warwick Investment Management first reported a position in SPGI in Q3 2024 and held it in 7 quarters. The position peaked at $259K in Q1 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Warwick Investment Management reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Warwick Investment Management sold 554 S&P Global shares in Q2 2026, an estimated $236K.
  • Warwick Investment Management first reported a position in S&P Global in Q3 2024 and held it in 7 quarters.
  • Warwick Investment Management's S&P Global position peaked at $259K in Q1 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.