Westwood Holdings Group’s S&P Global SPGI Stock Holding History

Westwood Holdings Group’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	$516K	Hold	1,214	–	–	﹤0.01%	386
2025 Q4	$634K	Sell	1,214 -9	-0.7%	-$4.45K	0.01%	408
2025 Q3	$595K	Sell	1,223 -22	-2%	-$11.8K	﹤0.01%	412
2025 Q2	$656K	Buy	1,245 +17	+1%	+$8.48K	﹤0.01%	402
2025 Q1	$624K	Sell	1,228 -2,509	-67%	-$1.28M	﹤0.01%	379
2024 Q4	$1.86M	Buy	3,737 +2,488	+199%	+$1.26M	0.01%	331
2024 Q3	$645K	Buy	1,249 +21	+2%	+$10.4K	﹤0.01%	384
2024 Q2	$548K	Buy	1,228 +6	+0.5%	+$2.57K	﹤0.01%	381
2024 Q1	$520K	Buy	1,222 +2	+0.2%	+$867	﹤0.01%	400
2023 Q4	$537K	Sell	1,220 -26	-2%	-$10.3K	﹤0.01%	389
2023 Q3	$455K	Buy	+1,246	New	+$490K	﹤0.01%	384

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Westwood Holdings Group's SPGI Position: Q1 2026 in Review

Westwood Holdings Group held its S&P Global (SPGI) position steady in Q1 2026 at 1,214 shares worth $516K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Westwood Holdings Group first reported a position in SPGI in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.86M in Q4 2024. 2,114 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Westwood Holdings Group held 1,214 shares of S&P Global worth $516K as of Q1 2026.
Westwood Holdings Group left its S&P Global share count unchanged in Q1 2026.
S&P Global made up ﹤0.01% of Westwood Holdings Group's portfolio in Q1 2026, its #386 holding.
Westwood Holdings Group first reported a position in S&P Global in Q3 2023 and has held it in 11 quarters since.
Westwood Holdings Group's S&P Global position peaked at $1.86M in Q4 2024.
2,114 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.