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Westmount Partners’s S&P Global SPGI Stock Holding History

Westmount Partners’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
2025
Q3 		– Sell
-2,467
Closed -$1.3M – 256
2025
Q2 		$1.3M Buy
2,467
+5
+0.2% +$2.5K 0.36% 61
2025
Q1 		$1.25M Buy
2,462
+60
+2% +$30.7K 0.38% 55
2024
Q4 		$1.2M Buy
2,402
+25
+1% +$12.7K 0.36% 53
2024
Q3 		$1.23M Buy
2,377
+15
+0.6% +$7.42K 0.37% 56
2024
Q2 		$1.05M Hold
2,362
– – 0.35% 59
2024
Q1 		$1M Hold
2,362
– – 0.36% 60
2023
Q4 		$1.04M Hold
2,362
– – 0.42% 54
2023
Q3 		$863K Hold
2,362
– – 0.38% 61
2023
Q2 		$947K Hold
2,362
– – 0.41% 50
2023
Q1 		$814K Buy
2,362
+4
+0.2% +$1.41K 0.38% 56
2022
Q4 		$790K Buy
+2,358
New +$777K 0.41% 53

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Westmount Partners's SPGI Position: Q3 2025 in Review

Westmount Partners sold out of S&P Global (SPGI) in Q3 2025, closing a stake of 2,467 shares — an estimated $1.3M sold.

Westmount Partners first reported a position in SPGI in Q4 2022 and held it in 11 quarters. The position peaked at $1.3M in Q2 2025. 2,058 funds tracked by Wall St. Rank hold SPGI as of Q3 2025.

  • Westmount Partners reported no remaining S&P Global position as of Q3 2025 after selling out during the quarter.
  • Westmount Partners sold 2,467 S&P Global shares in Q3 2025, an estimated $1.3M.
  • Westmount Partners first reported a position in S&P Global in Q4 2022 and held it in 11 quarters.
  • Westmount Partners's S&P Global position peaked at $1.3M in Q2 2025.
  • 2,058 funds tracked by Wall St. Rank held S&P Global as of Q3 2025.

Based on Westmount Partners's 13F filing for Q3 2025, filed 14 Oct 2025.