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Chesley Taft & Associates’s S&P Global SPGI Stock Holding History

Chesley Taft & Associates’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 		$2.92M Sell
7,176
-1,243
-15% -$525K 0.11% 133
2026
Q1 		$3.58M Sell
8,419
-3,900
-32% -$1.81M 0.15% 116
2025
Q4 		$6.44M Buy
12,319
+520
+4% +$257K 0.25% 81
2025
Q3 		$5.74M Buy
11,799
+43
+0.4% +$23K 0.24% 84
2025
Q2 		$6.2M Sell
11,756
-48
-0.4% -$24K 0.28% 79
2025
Q1 		$6M Sell
11,804
-16
-0.1% -$8.18K 0.29% 79
2024
Q4 		$5.89M Sell
11,820
-35
-0.3% -$17.8K 0.27% 77
2024
Q3 		$6.12M Buy
11,855
+281
+2% +$139K 0.29% 73
2024
Q2 		$5.16M Buy
11,574
+339
+3% +$145K 0.26% 75
2024
Q1 		$4.78M Buy
11,235
+247
+2% +$107K 0.24% 80
2023
Q4 		$4.84M Buy
10,988
+269
+3% +$106K 0.27% 76
2023
Q3 		$3.92M Buy
10,719
+90
+0.8% +$35.4K 0.25% 85
2023
Q2 		$4.26M Buy
10,629
+235
+2% +$85.9K 0.26% 81
2023
Q1 		$3.58M Buy
10,394
+1,460
+16% +$514K 0.24% 96
2022
Q4 		$2.99M Buy
8,934
+602
+7% +$198K 0.21% 111
2022
Q3 		$2.54M Buy
8,332
+82
+1% +$29.3K 0.19% 112
2022
Q2 		$2.78M Sell
8,250
-65
-0.8% -$23.2K 0.19% 113
2022
Q1 		$3.3M Sell
8,315
-965
-10% -$393K 0.19% 109
2021
Q4 		$4.38M Buy
9,280
+30
+0.3% +$13.7K 0.23% 96
2021
Q3 		$3.93M Buy
9,250
+1,155
+14% +$500K 0.22% 97
2021
Q2 		$3.32M Sell
8,095
-150
-2% -$57.6K 0.19% 104
2021
Q1 		$3.03M Buy
8,245
+245
+3% +$81.5K 0.18% 106
2020
Q4 		$2.63M Sell
8,000
-75
-0.9% -$25.3K 0.17% 108
2020
Q3 		$2.91M Sell
8,075
-396
-5% -$140K 0.21% 94
2020
Q2 		$2.79M Buy
8,471
+306
+4% +$92K 0.21% 95
2020
Q1 		$2M Buy
8,165
+260
+3% +$71.3K 0.18% 100
2019
Q4 		$2.16M Sell
7,905
-1,900
-19% -$494K 0.16% 109
2019
Q3 		$2.4M Buy
9,805
+220
+2% +$55K 0.19% 102
2019
Q2 		$2.18M Buy
9,585
+15
+0.2% +$3.28K 0.17% 105
2019
Q1 		$2.02M Buy
9,570
+235
+3% +$45.5K 0.17% 105
2018
Q4 		$1.59M Sell
9,335
-680
-7% -$122K 0.15% 120
2018
Q3 		$1.96M Buy
10,015
+210
+2% +$43.3K 0.16% 117
2018
Q2 		$2M Buy
9,805
+205
+2% +$40.5K 0.17% 115
2018
Q1 		$1.83M Buy
9,600
+315
+3% +$58.1K 0.16% 121
2017
Q4 		$1.57M Buy
9,285
+3,420
+58% +$558K 0.13% 137
2017
Q3 		$917K Buy
+5,865
New +$891K 0.08% 176

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
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
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Chesley Taft & Associates's SPGI Position: Q2 2026 in Review

Chesley Taft & Associates reduced its S&P Global (SPGI) stake by 15% in Q2 2026, selling an estimated $525K and leaving 7,176 shares worth $2.92M. The position accounts for 0.11% of the portfolio, ranked #133.

Chesley Taft & Associates first reported a position in SPGI in Q3 2017 and has held it in 36 quarters since. The position peaked at $6.44M in Q4 2025. 303 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Chesley Taft & Associates held 7,176 shares of S&P Global worth $2.92M as of Q2 2026.
  • Chesley Taft & Associates sold 1,243 S&P Global shares in Q2 2026, an estimated $525K.
  • S&P Global made up 0.11% of Chesley Taft & Associates's portfolio in Q2 2026, its #133 holding.
  • Chesley Taft & Associates first reported a position in S&P Global in Q3 2017 and has held it in 36 quarters since.
  • Chesley Taft & Associates's S&P Global position peaked at $6.44M in Q4 2025.
  • 303 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.