Whitford Management’s S&P Global SPGI Stock Holding History

Whitford 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
2025 Q4	–	Sell	-6,373	Closed	-$3.1M	–	30
2025 Q3	$3.1M	Sell	6,373 -2,061	-24%	-$1.1M	3.12%	12
2025 Q2	$4.45M	Buy	8,434 +1,421	+20%	+$709K	4.72%	10
2025 Q1	$3.56M	Sell	7,013 -16,791	-71%	-$8.58M	4.54%	8
2024 Q4	$11.9M	Buy	+23,804	New	+$12.1M	3.18%	10
2024 Q1	–	Sell	-13,579	Closed	-$5.98M	–	23
2023 Q4	$5.98M	Buy	+13,579	New	+$5.36M	2.35%	12
2023 Q1	–	Sell	-15,719	Closed	-$5.26M	–	22
2022 Q4	$5.26M	Buy	+15,719	New	+$5.18M	6.42%	7

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Whitford Management's SPGI Position: Q4 2025 in Review

Whitford Management sold out of S&P Global (SPGI) in Q4 2025, closing a stake of 6,373 shares — an estimated $3.1M sold.

Whitford Management first reported a position in SPGI in Q4 2022 and held it in 6 quarters. The position peaked at $11.9M in Q4 2024. 2,194 funds tracked by Wall St. Rank hold SPGI as of Q4 2025.

Whitford Management reported no remaining S&P Global position as of Q4 2025 after selling out during the quarter.
Whitford Management sold 6,373 S&P Global shares in Q4 2025, an estimated $3.1M.
Whitford Management first reported a position in S&P Global in Q4 2022 and held it in 6 quarters.
Whitford Management's S&P Global position peaked at $11.9M in Q4 2024.
2,194 funds tracked by Wall St. Rank held S&P Global as of Q4 2025.

Based on Whitford Management's 13F filing for Q4 2025, filed 17 Feb 2026.