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Bellecapital’s S&P Global SPGI Stock Holding History

Bellecapital’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 		$10.7M Sell
26,255
-461
-2% -$195K 1.71% 22
2026
Q1 		$11.4M Sell
26,716
-1,591
-6% -$739K 2.05% 20
2025
Q4 		$14.8M Sell
28,307
-4,211
-13% -$2.08M 2.63% 17
2025
Q3 		$15.8M Buy
32,518
+1,151
+4% +$616K 2.56% 14
2025
Q2 		$16.5M Buy
31,367
+647
+2% +$323K 2.94% 14
2025
Q1 		$15.6M Sell
30,720
-947
-3% -$484K 3.08% 13
2024
Q4 		$15.8M Buy
31,667
+2,764
+10% +$1.4M 2.79% 13
2024
Q3 		$14.9M Buy
28,903
+2,167
+8% +$1.07M 2.96% 11
2024
Q2 		$11.9M Sell
26,736
-381
-1% -$163K 2.53% 12
2024
Q1 		$11.5M Sell
27,117
-522
-2% -$226K 2.54% 13
2023
Q4 		$12.2M Buy
27,639
+565
+2% +$223K 2.76% 11
2023
Q3 		$9.89M Buy
27,074
+21
+0.1% +$8.26K 2.48% 10
2023
Q2 		$10.8M Buy
27,053
+48
+0.2% +$17.5K 2.62% 7
2023
Q1 		$9.31M Buy
27,005
+115
+0.4% +$40.5K 2.32% 12
2022
Q4 		$9.01M Sell
26,890
-193
-0.7% -$63.6K 2.53% 11
2022
Q3 		$8.27M Buy
+27,083
New +$9.69M 2.52% 10

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

Bellecapital's SPGI Position: Q2 2026 in Review

Bellecapital reduced its S&P Global (SPGI) stake by 1.7% in Q2 2026, selling an estimated $195K and leaving 26,255 shares worth $10.7M. The position accounts for 1.71% of the portfolio, ranked #22.

Bellecapital first reported a position in SPGI in Q3 2022 and has held it in 16 quarters since. The position peaked at $16.5M in Q2 2025. 2,016 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Bellecapital held 26,255 shares of S&P Global worth $10.7M as of Q2 2026.
  • Bellecapital sold 461 S&P Global shares in Q2 2026, an estimated $195K.
  • S&P Global made up 1.71% of Bellecapital's portfolio in Q2 2026, its #22 holding.
  • Bellecapital first reported a position in S&P Global in Q3 2022 and has held it in 16 quarters since.
  • Bellecapital's S&P Global position peaked at $16.5M in Q2 2025.
  • 2,016 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Bellecapital's 13F filing for Q2 2026, filed 22 Jul 2026.