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Barrett & Company’s S&P Global SPGI Stock Holding History

Barrett & Company’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 		$2.85K Sell
7
-1
-13% -$422 ﹤0.01% 598
2026
Q1 		$2.98K Buy
8
+1
+14% +$464 ﹤0.01% 560
2025
Q4 		$3.66K Hold
7
– – ﹤0.01% 552
2025
Q3 		$3.41K Hold
7
– – ﹤0.01% 550
2025
Q2 		$3.69K Hold
7
– – ﹤0.01% 553
2025
Q1 		$3.56K Hold
7
– – ﹤0.01% 520
2024
Q4 		$3.49K Buy
+7
New +$3.55K ﹤0.01% 526

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 $3.37T AUM 44.26% 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

Barrett & Company's SPGI Position: Q2 2026 in Review

Barrett & Company reduced its S&P Global (SPGI) stake by 13% in Q2 2026, selling an estimated $422 and leaving 7 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Barrett & Company first reported a position in SPGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.69K in Q2 2025. 2,024 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Barrett & Company held 7 shares of S&P Global worth $2.85K as of Q2 2026.
  • Barrett & Company sold 1 S&P Global share in Q2 2026, an estimated $422.
  • S&P Global made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #598 holding.
  • Barrett & Company first reported a position in S&P Global in Q4 2024 and has held it in 7 quarters since.
  • Barrett & Company's S&P Global position peaked at $3.69K in Q2 2025.
  • 2,024 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.