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Bartlett & Co Wealth Management’s S&P Global SPGI Stock Holding History

Bartlett & Co Wealth 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
2026
Q1 		$45.2M Sell
106,485
-14,157
-12% -$6.57M 0.58% 49
2025
Q4 		$63M Buy
120,642
+2,672
+2% +$1.32M 0.83% 35
2025
Q3 		$57.4M Sell
117,970
-945
-0.8% -$506K 0.76% 37
2025
Q2 		$62.7M Buy
118,915
+27
+0% +$13.5K 0.88% 33
2025
Q1 		$60.4M Buy
118,888
+311
+0.3% +$159K 0.89% 35
2024
Q4 		$59.1M Sell
118,577
-238
-0.2% -$121K 0.86% 36
2024
Q3 		$61.4M Sell
118,815
-2,123
-2% -$1.05M 0.88% 38
2024
Q2 		$53.9M Sell
120,938
-1,331
-1% -$571K 0.82% 40
2024
Q1 		$52M Sell
122,269
-3,261
-3% -$1.41M 0.8% 40
2023
Q4 		$55.5M Buy
125,530
+2,011
+2% +$794K 0.9% 35
2023
Q3 		$45.1M Buy
123,519
+503
+0.4% +$198K 0.81% 41
2023
Q2 		$49.3M Buy
123,016
+2,874
+2% +$1.05M 0.85% 37
2023
Q1 		$41.4M Buy
120,142
+1,928
+2% +$679K 0.8% 44
2022
Q4 		$39.6M Sell
118,214
-15,930
-12% -$5.25M 0.8% 39
2022
Q3 		$41M Buy
134,144
+3,577
+3% +$1.28M 0.88% 36
2022
Q2 		$44M Buy
130,567
+8,229
+7% +$2.93M 0.89% 38
2022
Q1 		$50.2M Buy
122,338
+54,619
+81% +$22.2M 0.88% 38
2021
Q4 		$32M Buy
67,719
+6,341
+10% +$2.9M 0.54% 59
2021
Q3 		$26.1M Buy
61,378
+25,951
+73% +$11.2M 0.5% 61
2021
Q2 		$14.5M Buy
35,427
+35,419
+442,738% +$13.6M 0.28% 78
2021
Q1 		$2.82K Hold
8
– – ﹤0.01% 847
2020
Q4 		$2.63K Buy
+8
New +$2.7K ﹤0.01% 881
2019
Q2 		– Sell
-7
Closed -$1.47K – 807
2019
Q1 		$1.47K Buy
+7
New +$1.36K ﹤0.01% 662

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bartlett & Co Wealth Management's SPGI Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its S&P Global (SPGI) stake by 12% in Q1 2026, selling an estimated $6.57M and leaving 106,485 shares worth $45.2M. The position accounts for 0.58% of the portfolio, ranked #49.

Bartlett & Co Wealth Management first reported a position in SPGI in Q1 2019 and has held it in 23 quarters since. The position peaked at $63M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Bartlett & Co Wealth Management held 106,485 shares of S&P Global worth $45.2M as of Q1 2026.
  • Bartlett & Co Wealth Management sold 14,157 S&P Global shares in Q1 2026, an estimated $6.57M.
  • S&P Global made up 0.58% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #49 holding.
  • Bartlett & Co Wealth Management first reported a position in S&P Global in Q1 2019 and has held it in 23 quarters since.
  • Bartlett & Co Wealth Management's S&P Global position peaked at $63M in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.