Badgley Phelps Wealth Managers
SPGI icon

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
Q3 		$6.98M Buy
17,683
+884
+5% +$374K 0.12% 122
2026
Q2 		$6.84M Buy
16,799
+801
+5% +$338K 0.12% 124
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

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Badgley Phelps Wealth Managers's SPGI Position: Q3 2026 in Review

Badgley Phelps Wealth Managers increased its S&P Global (SPGI) stake by 5.3% in Q3 2026, buying an estimated $374K and bringing the position to 17,683 shares worth $6.98M. The position accounts for 0.12% of the portfolio, ranked #122.

Badgley Phelps Wealth Managers first reported a position in SPGI in Q2 2023 and has held it in 10 quarters since. The position peaked at $7.12M in Q4 2025. 743 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Badgley Phelps Wealth Managers held 17,683 shares of S&P Global worth $6.98M as of Q3 2026.
  • Badgley Phelps Wealth Managers bought 884 S&P Global shares in Q3 2026, an estimated $374K.
  • S&P Global made up 0.12% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #122 holding.
  • Badgley Phelps Wealth Managers first reported a position in S&P Global in Q2 2023 and has held it in 10 quarters since.
  • Badgley Phelps Wealth Managers's S&P Global position peaked at $7.12M in Q4 2025.
  • 743 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.