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

Weitz 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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Weitz Investment Management's SPGI Position: Q1 2026 in Review

Weitz Investment Management reduced its S&P Global (SPGI) stake by 1.3% in Q1 2026, selling an estimated $41.8K and leaving 7,050 shares worth $3M. The position accounts for 0.21% of the portfolio, ranked #44.

Weitz Investment Management first reported a position in SPGI in Q1 2020 and has held it in 25 quarters since. The position peaked at $32.5M in Q4 2021. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Weitz Investment Management held 7,050 shares of S&P Global worth $3M as of Q1 2026.
Weitz Investment Management sold 90 S&P Global shares in Q1 2026, an estimated $41.8K.
S&P Global made up 0.21% of Weitz Investment Management's portfolio in Q1 2026, its #44 holding.
Weitz Investment Management first reported a position in S&P Global in Q1 2020 and has held it in 25 quarters since.
Weitz Investment Management's S&P Global position peaked at $32.5M in Q4 2021.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Weitz Investment Management's 13F filing for Q1 2026, filed 14 May 2026.