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WD Rutherford’s S&P Global SPGI Stock Holding History

WD Rutherford’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 		– Sell
-4,151
Closed -$2.17M – 81
2025
Q4 		$2.17M Sell
4,151
-2,085
-33% -$1.03M 0.91% 44
2025
Q3 		$3.04M Buy
6,236
+234
+4% +$125K 1.29% 35
2025
Q2 		$3.16M Sell
6,002
-324
-5% -$162K 1.46% 31
2025
Q1 		$2.98M Buy
6,326
+761
+14% +$389K 1.59% 30
2024
Q4 		$2.77M Buy
5,565
+365
+7% +$185K 1.31% 36
2024
Q3 		$2.69M Sell
5,200
-139
-3% -$68.8K 1.31% 35
2024
Q2 		$2.38M Buy
5,339
+269
+5% +$115K 1.2% 33
2024
Q1 		$2.16M Sell
5,070
-60
-1% -$26K 1.12% 39
2023
Q4 		$2.28M Sell
5,130
-5
-0.1% -$1.97K 1.33% 33
2023
Q3 		$1.88M Sell
5,135
-50
-1% -$19.7K 1.29% 36
2023
Q2 		$2.08M Hold
5,185
– – 1.33% 30
2023
Q1 		$1.79M Sell
5,185
-25
-0.5% -$8.8K 1.26% 32
2022
Q4 		$1.75M Sell
5,210
-325
-6% -$107K 1.37% 32
2022
Q3 		$1.69M Sell
5,535
-100
-2% -$35.8K 1.36% 34
2022
Q2 		$1.9M Sell
5,635
-205
-4% -$73.1K 1.47% 29
2022
Q1 		$2.4M Sell
5,840
-30
-0.5% -$12.2K 1.37% 30
2021
Q4 		$2.77M Hold
5,870
– – 1.4% 28
2021
Q3 		$2.49M Buy
5,870
+285
+5% +$123K 1.35% 33
2021
Q2 		$2.29M Hold
5,585
– – 1.28% 33
2021
Q1 		$1.97M Buy
5,585
+1,215
+28% +$404K 1.23% 33
2020
Q4 		$1.44M Buy
+4,370
New +$1.47M 0.91% 40

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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
VPM
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

WD Rutherford's SPGI Position: Q1 2026 in Review

WD Rutherford sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 4,151 shares — an estimated $2.17M sold.

WD Rutherford first reported a position in SPGI in Q4 2020 and held it in 21 quarters. The position peaked at $3.16M in Q2 2025. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • WD Rutherford reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • WD Rutherford sold 4,151 S&P Global shares in Q1 2026, an estimated $2.17M.
  • WD Rutherford first reported a position in S&P Global in Q4 2020 and held it in 21 quarters.
  • WD Rutherford's S&P Global position peaked at $3.16M in Q2 2025.
  • 2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on WD Rutherford's 13F filing for Q1 2026, filed 24 Apr 2026.