Boston Trust Walden’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 | $1.22M | Sell |
3,004
-411
| -12% | -$174K | 0.01% | 277 |
|
|
2026
Q1 | $1.45M | Hold |
3,415
| – | – | 0.01% | 268 |
|
|
2025
Q4 | $1.78M | Sell |
3,415
-15
| -0.4% | -$7.42K | 0.01% | 256 |
|
|
2025
Q3 | $1.67M | Buy |
3,430
+15
| +0.4% | +$8.03K | 0.01% | 258 |
|
|
2025
Q2 | $1.8M | Buy |
3,415
+263
| +8% | +$131K | 0.01% | 255 |
|
|
2025
Q1 | $1.6M | Sell |
3,152
-7
| -0.2% | -$3.58K | 0.01% | 261 |
|
|
2024
Q4 | $1.57M | Sell |
3,159
-430
| -12% | -$218K | 0.01% | 262 |
|
|
2024
Q3 | $1.85M | Buy |
3,589
+41
| +1% | +$20.3K | 0.01% | 257 |
|
|
2024
Q2 | $1.58M | Sell |
3,548
-50
| -1% | -$21.5K | 0.01% | 255 |
|
|
2024
Q1 | $1.53M | Hold |
3,598
| – | – | 0.01% | 257 |
|
|
2023
Q4 | $1.58M | Buy |
3,598
+38
| +1% | +$15K | 0.01% | 257 |
|
|
2023
Q3 | $1.3M | Buy |
3,560
+195
| +6% | +$76.7K | 0.01% | 263 |
|
|
2023
Q2 | $1.35M | Sell |
3,365
-121
| -3% | -$44.2K | 0.01% | 264 |
|
|
2023
Q1 | $1.2M | Sell |
3,486
-100
| -3% | -$35.2K | 0.01% | 267 |
|
|
2022
Q4 | $1.2M | Sell |
3,586
-141
| -4% | -$46.5K | 0.01% | 271 |
|
|
2022
Q3 | $1.14M | Sell |
3,727
-705
| -16% | -$252K | 0.01% | 264 |
|
|
2022
Q2 | $1.49M | Buy |
4,432
+2
| +0% | +$713 | 0.01% | 261 |
|
|
2022
Q1 | $1.82M | Sell |
4,430
-736
| -14% | -$300K | 0.02% | 261 |
|
|
2021
Q4 | $2.44M | Sell |
5,166
-25
| -0.5% | -$11.4K | 0.02% | 258 |
|
|
2021
Q3 | $2.21M | Sell |
5,191
-80
| -2% | -$34.7K | 0.02% | 251 |
|
|
2021
Q2 | $2.16M | Buy |
5,271
+245
| +5% | +$94.2K | 0.02% | 259 |
|
|
2021
Q1 | $1.77M | Hold |
5,026
| – | – | 0.02% | 263 |
|
|
2020
Q4 | $1.65M | Sell |
5,026
-225
| -4% | -$75.9K | 0.02% | 266 |
|
|
2020
Q3 | $1.89M | Sell |
5,251
-39
| -0.7% | -$13.8K | 0.02% | 267 |
|
|
2020
Q2 | $1.74M | Buy |
5,290
+470
| +10% | +$141K | 0.02% | 268 |
|
|
2020
Q1 | $1.18M | Sell |
4,820
-681
| -12% | -$187K | 0.02% | 271 |
|
|
2019
Q4 | $1.5M | Buy |
5,501
+687
| +14% | +$178K | 0.02% | 280 |
|
|
2019
Q3 | $1.18M | Sell |
4,814
-245
| -5% | -$61.2K | 0.01% | 283 |
|
|
2019
Q2 | $1.15M | Hold |
5,059
| – | – | 0.02% | 292 |
|
|
2019
Q1 | $1.06M | Sell |
5,059
-36
| -0.7% | -$6.97K | 0.01% | 298 |
|
|
2018
Q4 | $866K | Sell |
5,095
-95
| -2% | -$17K | 0.01% | 302 |
|
|
2018
Q3 | $1.01M | Hold |
5,190
| – | – | 0.01% | 303 |
|
|
2018
Q2 | $1.06M | Hold |
5,190
| – | – | 0.02% | 302 |
|
|
2018
Q1 | $992K | Sell |
5,190
-198
| -4% | -$36.5K | 0.02% | 305 |
|
|
2017
Q4 | $913K | Sell |
5,388
-130
| -2% | -$21.2K | 0.01% | 308 |
|
|
2017
Q3 | $863K | Buy |
5,518
+925
| +20% | +$141K | 0.01% | 311 |
|
|
2017
Q2 | $671K | Buy |
+4,593
| New | +$638K | 0.01% | 317 |
|
Other funds holding SPGI
RCWMU
PAM
RG
ATO
CGI
AAIS
Boston Trust Walden's SPGI Position: Q2 2026 in Review
Boston Trust Walden reduced its S&P Global (SPGI) stake by 12% in Q2 2026, selling an estimated $174K and leaving 3,004 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #277.
Boston Trust Walden first reported a position in SPGI in Q2 2017 and has held it in 37 quarters since. The position peaked at $2.44M in Q4 2021. 756 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- Boston Trust Walden held 3,004 shares of S&P Global worth $1.22M as of Q2 2026.
- Boston Trust Walden sold 411 S&P Global shares in Q2 2026, an estimated $174K.
- S&P Global made up 0.01% of Boston Trust Walden's portfolio in Q2 2026, its #277 holding.
- Boston Trust Walden first reported a position in S&P Global in Q2 2017 and has held it in 37 quarters since.
- Boston Trust Walden's S&P Global position peaked at $2.44M in Q4 2021.
- 756 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.