AP
SPGI icon

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

Appleton 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
2026
Q2 		$9.21M Sell
22,607
-285
-1% -$120K 0.56% 51
2026
Q1 		$9.74M Buy
+22,892
New +$10.6M 0.68% 50
2024
Q3 		– Sell
-675
Closed -$301K – 261
2024
Q2 		$301K Sell
675
-19
-3% -$8.15K 0.02% 220
2024
Q1 		$295K Sell
694
-8
-1% -$3.47K 0.02% 230
2023
Q4 		$309K Hold
702
– – 0.02% 238
2023
Q3 		$257K Sell
702
-200
-22% -$78.6K 0.02% 260
2023
Q2 		$362K Hold
902
– – 0.03% 230
2023
Q1 		$311K Sell
902
-1,116
-55% -$393K 0.03% 249
2022
Q4 		$676K Sell
2,018
-74
-4% -$24.4K 0.06% 177
2022
Q3 		$639K Sell
2,092
-88
-4% -$31.5K 0.06% 181
2022
Q2 		$735K Sell
2,180
-112
-5% -$39.9K 0.07% 169
2022
Q1 		$940K Sell
2,292
-193
-8% -$78.6K 0.08% 161
2021
Q4 		$1.17M Sell
2,485
-100
-4% -$45.7K 0.09% 154
2021
Q3 		$1.1M Sell
2,585
-80
-3% -$34.7K 0.09% 151
2021
Q2 		$1.09M Sell
2,665
-396
-13% -$152K 0.09% 148
2021
Q1 		$1.08M Sell
3,061
-118
-4% -$39.3K 0.1% 145
2020
Q4 		$1.04M Sell
3,179
-190
-6% -$64.1K 0.1% 140
2020
Q3 		$1.22M Sell
3,369
-105
-3% -$37K 0.13% 124
2020
Q2 		$1.15M Sell
3,474
-261
-7% -$78.5K 0.14% 127
2020
Q1 		$915K Sell
3,735
-198
-5% -$54.3K 0.13% 134
2019
Q4 		$1.07M Sell
3,933
-243
-6% -$63.1K 0.12% 146
2019
Q3 		$1.02M Sell
4,176
-665
-14% -$166K 0.12% 140
2019
Q2 		$1.1M Hold
4,841
– – 0.14% 141
2019
Q1 		$1.02M Sell
4,841
-550
-10% -$107K 0.14% 138
2018
Q4 		$916K Sell
5,391
-1,400
-21% -$251K 0.14% 137
2018
Q3 		$1.33M Buy
6,791
+56
+0.8% +$11.6K 0.18% 126
2018
Q2 		$1.37M Sell
6,735
-295
-4% -$58.3K 0.2% 116
2018
Q1 		$1.34M Sell
7,030
-25,990
-79% -$4.8M 0.2% 118
2017
Q4 		$5.59M Sell
33,020
-227
-0.7% -$37.1K 0.87% 35
2017
Q3 		$5.2M Buy
33,247
+22
+0.1% +$3.34K 0.88% 36
2017
Q2 		$4.85M Sell
33,225
-40
-0.1% -$5.55K 0.82% 43
2017
Q1 		$4.35M Sell
33,265
-1,900
-5% -$236K 0.8% 45
2016
Q4 		$3.78M Buy
35,165
+840
+2% +$100K 0.76% 46
2016
Q3 		$4.34M Buy
34,325
+30,540
+807% +$3.67M 0.82% 44
2016
Q2 		$406K Buy
+3,785
New +$406K 0.08% 153

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Appleton Partners's SPGI Position: Q2 2026 in Review

Appleton Partners reduced its S&P Global (SPGI) stake by 1.2% in Q2 2026, selling an estimated $120K and leaving 22,607 shares worth $9.21M. The position accounts for 0.56% of the portfolio, ranked #51.

Appleton Partners first reported a position in SPGI in Q2 2016 and has held it in 35 quarters since. The position peaked at $9.74M in Q1 2026. 433 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Appleton Partners held 22,607 shares of S&P Global worth $9.21M as of Q2 2026.
  • Appleton Partners sold 285 S&P Global shares in Q2 2026, an estimated $120K.
  • S&P Global made up 0.56% of Appleton Partners's portfolio in Q2 2026, its #51 holding.
  • Appleton Partners first reported a position in S&P Global in Q2 2016 and has held it in 35 quarters since.
  • Appleton Partners's S&P Global position peaked at $9.74M in Q1 2026.
  • 433 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.