Beacon Investment Advisory Services’s S&P Global SPGI Stock Holding History

Beacon Investment Advisory Services’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	$22.8K	Hold	56	–	–	﹤0.01%	528
2026 Q1	$23.8K	Buy	+56	New	+$26K	﹤0.01%	515
2023 Q4	–	Sell	-4,733	Closed	-$1.73M	–	278
2023 Q3	$1.73M	Buy	4,733 +3	+0.1%	+$1.18K	0.09%	125
2023 Q2	$1.9M	Buy	+4,730	New	+$1.73M	0.09%	129
2019 Q1	–	Sell	-4,813	Closed	-$818K	–	254
2018 Q4	$818K	Sell	4,813 -95	-2%	-$17K	0.09%	128
2018 Q3	$959K	Hold	4,908	–	–	0.09%	119
2018 Q2	$1M	Hold	4,908	–	–	0.1%	116
2018 Q1	$938K	Buy	+4,908	New	+$906K	0.1%	119

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Beacon Investment Advisory Services's SPGI Position: Q2 2026 in Review

Beacon Investment Advisory Services held its S&P Global (SPGI) position steady in Q2 2026 at 56 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Beacon Investment Advisory Services first reported a position in SPGI in Q1 2018 and has held it in 8 quarters since. The position peaked at $1.9M in Q2 2023. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Beacon Investment Advisory Services held 56 shares of S&P Global worth $22.8K as of Q2 2026.
Beacon Investment Advisory Services left its S&P Global share count unchanged in Q2 2026.
S&P Global made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #528 holding.
Beacon Investment Advisory Services first reported a position in S&P Global in Q1 2018 and has held it in 8 quarters since.
Beacon Investment Advisory Services's S&P Global position peaked at $1.9M in Q2 2023.
2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.