Birch Hill Investment Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $41.7M | Sell |
102,467
-3,352
| -3% | -$1.42M | 1.69% | 21 |
|
|
2026
Q1 | $45M | Sell |
105,819
-392
| -0.4% | -$182K | 2.02% | 19 |
|
|
2025
Q4 | $55.5M | Buy |
106,211
+666
| +0.6% | +$330K | 2.32% | 16 |
|
|
2025
Q3 | $51.4M | Buy |
105,545
+426
| +0.4% | +$228K | 2.17% | 18 |
|
|
2025
Q2 | $55.4M | Buy |
105,119
+1,197
| +1% | +$597K | 2.46% | 17 |
|
|
2025
Q1 | $52.8M | Buy |
103,922
+1,181
| +1% | +$603K | 2.5% | 14 |
|
|
2024
Q4 | $51.2M | Buy |
102,741
+2,027
| +2% | +$1.03M | 2.38% | 16 |
|
|
2024
Q3 | $52M | Buy |
100,714
+220
| +0.2% | +$109K | 2.44% | 14 |
|
|
2024
Q2 | $44.8M | Buy |
100,494
+6,126
| +6% | +$2.63M | 2.17% | 16 |
|
|
2024
Q1 | $40.1M | Buy |
94,368
+76,464
| +427% | +$33.1M | 1.95% | 18 |
|
|
2023
Q4 | $7.89M | Buy |
17,904
+505
| +3% | +$199K | 0.42% | 43 |
|
|
2023
Q3 | $6.36M | Buy |
17,399
+29
| +0.2% | +$11.4K | 0.38% | 45 |
|
|
2023
Q2 | $6.96M | Buy |
17,370
+250
| +1% | +$91.3K | 0.4% | 43 |
|
|
2023
Q1 | $5.9M | Sell |
17,120
-20
| -0.1% | -$7.04K | 0.37% | 48 |
|
|
2022
Q4 | $5.74M | Sell |
17,140
-915
| -5% | -$302K | 0.37% | 46 |
|
|
2022
Q3 | $5.51M | Sell |
18,055
-2,580
| -13% | -$923K | 0.37% | 45 |
|
|
2022
Q2 | $6.96M | Sell |
20,635
-1,740
| -8% | -$620K | 0.43% | 43 |
|
|
2022
Q1 | $9.18M | Buy |
22,375
+1,672
| +8% | +$681K | 0.49% | 41 |
|
|
2021
Q4 | $9.77M | Sell |
20,703
-10
| -0% | -$4.58K | 0.48% | 43 |
|
|
2021
Q3 | $8.8M | Sell |
20,713
-385
| -2% | -$167K | 0.47% | 42 |
|
|
2021
Q2 | $8.66M | Buy |
21,098
+927
| +5% | +$356K | 0.47% | 41 |
|
|
2021
Q1 | $7.12M | Buy |
20,171
+7,016
| +53% | +$2.33M | 0.41% | 45 |
|
|
2020
Q4 | $4.32M | Buy |
13,155
+4,100
| +45% | +$1.38M | 0.26% | 54 |
|
|
2020
Q3 | $3.27M | Hold |
9,055
| – | – | 0.22% | 56 |
|
|
2020
Q2 | $2.98M | Buy |
9,055
+450
| +5% | +$135K | 0.22% | 55 |
|
|
2020
Q1 | $2.11M | Buy |
8,605
+1,695
| +25% | +$465K | 0.18% | 60 |
|
|
2019
Q4 | $1.89M | Buy |
6,910
+2,315
| +50% | +$601K | 0.12% | 71 |
|
|
2019
Q3 | $1.13M | Buy |
4,595
+220
| +5% | +$55K | 0.08% | 86 |
|
|
2019
Q2 | $997K | Buy |
4,375
+200
| +5% | +$43.7K | 0.07% | 88 |
|
|
2019
Q1 | $879K | Buy |
4,175
+2,225
| +114% | +$431K | 0.07% | 88 |
|
|
2018
Q4 | $331K | Hold |
1,950
| – | – | 0.03% | 123 |
|
|
2018
Q3 | $381K | Buy |
+1,950
| New | +$403K | 0.03% | 126 |
|
Other funds holding SPGI
Birch Hill Investment Advisors's SPGI Position: Q2 2026 in Review
Birch Hill Investment Advisors reduced its S&P Global (SPGI) stake by 3.2% in Q2 2026, selling an estimated $1.42M and leaving 102,467 shares worth $41.7M. The position accounts for 1.69% of the portfolio, ranked #21.
Birch Hill Investment Advisors first reported a position in SPGI in Q3 2018 and has held it in 32 quarters since. The position peaked at $55.5M in Q4 2025. 2,023 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- Birch Hill Investment Advisors held 102,467 shares of S&P Global worth $41.7M as of Q2 2026.
- Birch Hill Investment Advisors sold 3,352 S&P Global shares in Q2 2026, an estimated $1.42M.
- S&P Global made up 1.69% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #21 holding.
- Birch Hill Investment Advisors first reported a position in S&P Global in Q3 2018 and has held it in 32 quarters since.
- Birch Hill Investment Advisors's S&P Global position peaked at $55.5M in Q4 2025.
- 2,023 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.