Brown Shipley & Co’s S&P Global SPGI Stock Holding History

Brown Shipley & Co’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	–	Sell	-25	Closed	-$10.6K	–	83
2026 Q1	$10.6K	Buy	+25	New	+$11.6K	0.01%	74

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Brown Shipley & Co's SPGI Position: Q2 2026 in Review

Brown Shipley & Co sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 25 shares — an estimated $10.6K sold.

Brown Shipley & Co first reported a position in SPGI in Q1 2026 and held it in 1 quarter. The position peaked at $10.6K in Q1 2026. 2,007 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Brown Shipley & Co reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
Brown Shipley & Co sold 25 S&P Global shares in Q2 2026, an estimated $10.6K.
Brown Shipley & Co first reported a position in S&P Global in Q1 2026 and held it in 1 quarter.
Brown Shipley & Co's S&P Global position peaked at $10.6K in Q1 2026.
2,007 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Brown Shipley & Co's 13F filing for Q2 2026, filed 14 Jul 2026.