Badgley Phelps Wealth Managers’s S&P Global SPGI Stock Holding History

Badgley Phelps Wealth Managers’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	$6.8M	Buy	15,998 +2,376	+17%	+$1.1M	0.14%	122
2025 Q4	$7.12M	Buy	13,622 +2,627	+24%	+$1.3M	0.13%	123
2025 Q3	$5.35M	Buy	10,995 +10,584	+2,575%	+$5.67M	0.11%	123
2025 Q2	$217K	Sell	411 -8	-2%	-$3.99K	﹤0.01%	284
2025 Q1	$213K	Buy	+419	New	+$214K	0.01%	288
2024 Q4	–	Sell	-448	Closed	-$231K	–	299
2024 Q3	$231K	Buy	+448	New	+$222K	0.01%	274
2023 Q4	–	Sell	-688	Closed	-$251K	–	245
2023 Q3	$251K	Sell	688 -1,239	-64%	-$487K	0.01%	207
2023 Q2	$773K	Buy	+1,927	New	+$704K	0.03%	161

Other funds holding SPGI

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Badgley Phelps Wealth Managers's SPGI Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its S&P Global (SPGI) stake by 17% in Q1 2026, buying an estimated $1.1M and bringing the position to 15,998 shares worth $6.8M. The position accounts for 0.14% of the portfolio, ranked #122.

Badgley Phelps Wealth Managers first reported a position in SPGI in Q2 2023 and has held it in 8 quarters since. The position peaked at $7.12M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Badgley Phelps Wealth Managers held 15,998 shares of S&P Global worth $6.8M as of Q1 2026.
Badgley Phelps Wealth Managers bought 2,376 S&P Global shares in Q1 2026, an estimated $1.1M.
S&P Global made up 0.14% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #122 holding.
Badgley Phelps Wealth Managers first reported a position in S&P Global in Q2 2023 and has held it in 8 quarters since.
Badgley Phelps Wealth Managers's S&P Global position peaked at $7.12M in Q4 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.