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Brookstone Capital Management’s S&P Global SPGI Stock Holding History

Brookstone Capital Management’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 		$10.5M Buy
25,865
+6,515
+34% +$2.75M 0.11% 207
2026
Q1 		$8.23M Buy
19,350
+3,455
+22% +$1.6M 0.09% 242
2025
Q4 		$8.31M Buy
+15,895
New +$7.86M 0.1% 232
2025
Q3 		– Sell
-547
Closed -$288K – 1170
2025
Q2 		$288K Buy
547
+38
+7% +$19K ﹤0.01% 910
2025
Q1 		$259K Sell
509
-37
-7% -$18.9K ﹤0.01% 905
2024
Q4 		$272K Buy
+546
New +$277K ﹤0.01% 860
2022
Q3 		– Sell
-874
Closed -$308K – 827
2022
Q2 		$308K Sell
874
-127
-13% -$45.3K 0.01% 643
2022
Q1 		$406K Sell
1,001
-624
-38% -$254K 0.01% 594
2021
Q4 		$726K Buy
1,625
+26
+2% +$11.9K 0.01% 447
2021
Q3 		$688K Buy
1,599
+295
+23% +$128K 0.01% 443
2021
Q2 		$533K Buy
+1,304
New +$501K 0.01% 468
2019
Q4 		– Sell
-1,294
Closed -$317K – 463
2019
Q3 		$317K Sell
1,294
-842
-39% -$210K 0.02% 328
2019
Q2 		$487K Hold
2,136
– – 0.03% 270
2019
Q1 		$450K Sell
2,136
-3,253
-60% -$630K 0.03% 267
2018
Q4 		$916K Sell
5,389
-143
-3% -$25.6K 0.07% 136
2018
Q3 		$1.08M Buy
5,532
+34
+0.6% +$7.02K 0.08% 170
2018
Q2 		$1.12M Sell
5,498
-264
-5% -$52.2K 0.1% 148
2018
Q1 		$1.1M Buy
5,762
+183
+3% +$33.8K 0.1% 136
2017
Q4 		$945K Buy
5,579
+122
+2% +$19.9K 0.08% 146
2017
Q3 		$853K Buy
5,457
+10
+0.2% +$1.52K 0.08% 155
2017
Q2 		$795K Buy
5,447
+56
+1% +$7.78K 0.08% 153
2017
Q1 		$705K Sell
5,391
-362
-6% -$45K 0.07% 151
2016
Q4 		$619K Sell
5,753
-246
-4% -$29.4K 0.07% 157
2016
Q3 		$759K Hold
5,999
– – 0.08% 149
2016
Q2 		$643K Buy
+5,999
New +$644K 0.08% 152

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Brookstone Capital Management's SPGI Position: Q2 2026 in Review

Brookstone Capital Management increased its S&P Global (SPGI) stake by 34% in Q2 2026, buying an estimated $2.75M and bringing the position to 25,865 shares worth $10.5M. The position accounts for 0.11% of the portfolio, ranked #207.

Brookstone Capital Management first reported a position in SPGI in Q2 2016 and has held it in 25 quarters since. 402 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Brookstone Capital Management held 25,865 shares of S&P Global worth $10.5M as of Q2 2026.
  • Brookstone Capital Management bought 6,515 S&P Global shares in Q2 2026, an estimated $2.75M.
  • S&P Global made up 0.11% of Brookstone Capital Management's portfolio in Q2 2026, its #207 holding.
  • Brookstone Capital Management first reported a position in S&P Global in Q2 2016 and has held it in 25 quarters since.
  • 402 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.