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Bell Investment Advisors’s S&P Global SPGI Stock Holding History

Bell Investment Advisors’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 		$181K Sell
445
-32
-7% -$13.5K 0.03% 144
2026
Q1 		$203K Sell
477
-33
-6% -$15.3K 0.03% 120
2025
Q4 		$267K Sell
510
-66
-11% -$32.7K 0.04% 106
2025
Q3 		$280K Buy
576
+1
+0.2% +$535 0.05% 105
2025
Q2 		$303K Sell
575
-51
-8% -$25.5K 0.05% 99
2025
Q1 		$318K Buy
626
+5
+0.8% +$2.56K 0.06% 85
2024
Q4 		$309K Sell
621
-61
-9% -$31K 0.06% 86
2024
Q3 		$352K Buy
682
+2
+0.3% +$990 0.06% 79
2024
Q2 		$303K Buy
680
+3
+0.4% +$1.29K 0.06% 85
2024
Q1 		$288K Sell
677
-1
-0.1% -$433 0.06% 84
2023
Q4 		$299K Sell
678
-123
-15% -$48.5K 0.06% 81
2023
Q3 		$293K Sell
801
-8
-1% -$3.15K 0.07% 75
2023
Q2 		$324K Buy
809
+580
+253% +$212K 0.07% 71
2023
Q1 		$79K Sell
229
-4
-2% -$1.41K 0.02% 120
2022
Q4 		$78K Sell
233
-49
-17% -$16.2K 0.02% 123
2022
Q3 		$86K Buy
282
+43
+18% +$15.4K 0.03% 86
2022
Q2 		$81K Buy
+239
New +$85.2K 0.02% 100
2021
Q4 		$87K Sell
185
-6
-3% -$2.75K 0.02% 111
2021
Q3 		$81K Buy
+191
New +$82.8K 0.02% 106

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

Bell Investment Advisors's SPGI Position: Q2 2026 in Review

Bell Investment Advisors reduced its S&P Global (SPGI) stake by 6.7% in Q2 2026, selling an estimated $13.5K and leaving 445 shares worth $181K. The position accounts for 0.03% of the portfolio, ranked #144.

Bell Investment Advisors first reported a position in SPGI in Q3 2021 and has held it in 19 quarters since. The position peaked at $352K in Q3 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Bell Investment Advisors held 445 shares of S&P Global worth $181K as of Q2 2026.
  • Bell Investment Advisors sold 32 S&P Global shares in Q2 2026, an estimated $13.5K.
  • S&P Global made up 0.03% of Bell Investment Advisors's portfolio in Q2 2026, its #144 holding.
  • Bell Investment Advisors first reported a position in S&P Global in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's S&P Global position peaked at $352K in Q3 2024.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.