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Blue Trust Inc’s S&P Global SPGI Stock Holding History

Blue Trust Inc’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 		$668K Sell
1,641
-87
-5% -$36.7K 0.01% 391
2026
Q1 		$735K Sell
1,728
-852
-33% -$396K 0.01% 362
2025
Q4 		$1.35M Sell
2,580
-86
-3% -$42.6K 0.02% 235
2025
Q3 		$1.3M Buy
2,666
+68
+3% +$36.4K 0.01% 244
2025
Q2 		$1.37M Buy
2,598
+330
+15% +$165K 0.02% 218
2025
Q1 		$1.15M Buy
2,268
+177
+8% +$90.4K 0.01% 223
2024
Q4 		$1.04M Sell
2,091
-1,806
-46% -$916K 0.01% 231
2024
Q3 		$1.74M Buy
3,897
+97
+3% +$48K 0.02% 168
2024
Q2 		$1.62M Buy
3,800
+2,221
+141% +$953K 0.02% 156
2024
Q1 		$672K Sell
1,579
-321
-17% -$139K 0.01% 232
2023
Q4 		$694K Buy
1,900
+208
+12% +$82.1K 0.01% 202
2023
Q3 		$678K Buy
1,692
+680
+67% +$267K 0.01% 211
2023
Q2 		$349K Sell
1,012
-900
-47% -$329K 0.01% 287
2023
Q1 		$640K Buy
1,912
+65
+4% +$22.9K 0.01% 240
2022
Q4 		$564K Buy
1,847
+692
+60% +$228K 0.01% 236
2022
Q3 		$389K Buy
1,155
+150
+15% +$53.7K 0.01% 238
2022
Q2 		$412K Buy
+1,005
New +$358K 0.01% 218

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

Blue Trust Inc's SPGI Position: Q2 2026 in Review

Blue Trust Inc reduced its S&P Global (SPGI) stake by 5% in Q2 2026, selling an estimated $36.7K and leaving 1,641 shares worth $668K. The position accounts for 0.01% of the portfolio, ranked #391.

Blue Trust Inc first reported a position in SPGI in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.74M in Q3 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Blue Trust Inc held 1,641 shares of S&P Global worth $668K as of Q2 2026.
  • Blue Trust Inc sold 87 S&P Global shares in Q2 2026, an estimated $36.7K.
  • S&P Global made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #391 holding.
  • Blue Trust Inc first reported a position in S&P Global in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's S&P Global position peaked at $1.74M in Q3 2024.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.