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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
Q2 		$494K Sell
1,212
-2
-0.2% -$845 ﹤0.01% 455
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Westwood Holdings Group's SPGI Position: Q2 2026 in Review

Westwood Holdings Group reduced its S&P Global (SPGI) stake by 0.16% in Q2 2026, selling an estimated $845 and leaving 1,212 shares worth $494K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Westwood Holdings Group first reported a position in SPGI in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.86M in Q4 2024. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Westwood Holdings Group held 1,212 shares of S&P Global worth $494K as of Q2 2026.
  • Westwood Holdings Group sold 2 S&P Global shares in Q2 2026, an estimated $845.
  • S&P Global made up ﹤0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #455 holding.
  • Westwood Holdings Group first reported a position in S&P Global in Q3 2023 and has held it in 12 quarters since.
  • Westwood Holdings Group's S&P Global position peaked at $1.86M in Q4 2024.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.