CD
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Chapin Davis’s S&P Global SPGI Stock Holding History

Chapin Davis’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 		$756K Buy
1,856
+472
+34% +$199K 0.13% 114
2026
Q1 		$589K Sell
1,384
-5
-0.4% -$2.32K 0.13% 141
2025
Q4 		$726K Buy
1,389
+26
+2% +$12.9K 0.17% 114
2025
Q3 		$663K Buy
1,363
+200
+17% +$107K 0.16% 121
2025
Q2 		$613K Hold
1,163
– – 0.17% 121
2025
Q1 		$591K Buy
1,163
+710
+157% +$363K 0.2% 109
2024
Q4 		$234K Hold
453
– – 0.08% 198
2024
Q3 		$234K Hold
453
– – 0.08% 199
2024
Q2 		$202K Sell
453
-50
-10% -$21.5K 0.07% 209
2024
Q1 		$214K Hold
503
– – 0.08% 206
2023
Q4 		$222K Buy
+503
New +$198K 0.09% 188

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

Chapin Davis's SPGI Position: Q2 2026 in Review

Chapin Davis increased its S&P Global (SPGI) stake by 34% in Q2 2026, buying an estimated $199K and bringing the position to 1,856 shares worth $756K. The position accounts for 0.13% of the portfolio, ranked #114.

Chapin Davis first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Chapin Davis held 1,856 shares of S&P Global worth $756K as of Q2 2026.
  • Chapin Davis bought 472 S&P Global shares in Q2 2026, an estimated $199K.
  • S&P Global made up 0.13% of Chapin Davis's portfolio in Q2 2026, its #114 holding.
  • Chapin Davis first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.