WC
SPGI icon

Westerkirk Capital’s S&P Global SPGI Stock Holding History

Westerkirk Capital’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 		$2.01M Sell
4,730
-864
-15% -$401K 0.22% 82
2025
Q4 		$2.92M Buy
+5,594
New +$2.77M 0.28% 64

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

Westerkirk Capital's SPGI Position: Q1 2026 in Review

Westerkirk Capital reduced its S&P Global (SPGI) stake by 15% in Q1 2026, selling an estimated $401K and leaving 4,730 shares worth $2.01M. The position accounts for 0.22% of the portfolio, ranked #82.

Westerkirk Capital first reported a position in SPGI in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.92M in Q4 2025. 2,109 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Westerkirk Capital held 4,730 shares of S&P Global worth $2.01M as of Q1 2026.
  • Westerkirk Capital sold 864 S&P Global shares in Q1 2026, an estimated $401K.
  • S&P Global made up 0.22% of Westerkirk Capital's portfolio in Q1 2026, its #82 holding.
  • Westerkirk Capital first reported a position in S&P Global in Q4 2025 and has held it in 2 quarters since.
  • Westerkirk Capital's S&P Global position peaked at $2.92M in Q4 2025.
  • 2,109 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Westerkirk Capital's 13F filing for Q1 2026, filed 14 May 2026.