Clifford Swan Investment Counsel’s S&P Global SPGI Stock Holding History

Clifford Swan Investment Counsel’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 Q1	$2.53M	Sell	5,949 -3	-0.1%	-$1.39K	0.09%	140
2025 Q4	$3.11M	Sell	5,952 -25	-0.4%	-$12.4K	0.1%	129
2025 Q3	$2.91M	Buy	5,977 +4	+0.1%	+$2.14K	0.1%	132
2025 Q2	$3.15M	Sell	5,973 -39	-0.6%	-$19.5K	0.11%	129
2025 Q1	$3.05M	Buy	6,012 +3	+0%	+$1.53K	0.11%	126
2024 Q4	$2.99M	Sell	6,009 -327	-5%	-$166K	0.11%	128
2024 Q3	$3.27M	Sell	6,336 -125	-2%	-$61.9K	0.12%	127
2024 Q2	$2.88M	Sell	6,461 -25	-0.4%	-$10.7K	0.11%	127
2024 Q1	$2.76M	Hold	6,486	–	–	0.1%	130
2023 Q4	$2.86M	Sell	6,486 -80	-1%	-$31.6K	0.11%	127
2023 Q3	$2.4M	Buy	6,566 +4,720	+256%	+$1.86M	0.1%	130
2023 Q2	$740K	Buy	1,846 +432	+31%	+$158K	0.03%	191
2023 Q1	$488K	Sell	1,414 -1	-0.1%	-$352	0.02%	213
2022 Q4	$474K	Sell	1,415 -267	-16%	-$88K	0.02%	214
2022 Q3	$514K	Hold	1,682	–	–	0.02%	208
2022 Q2	$567K	Buy	1,682 +74	+5%	+$26.4K	0.02%	210
2022 Q1	$660K	Hold	1,608	–	–	0.02%	209
2021 Q4	$759K	Hold	1,608	–	–	0.03%	205
2021 Q3	$745K	Hold	1,608	–	–	0.03%	207
2021 Q2	$707K	Hold	1,608	–	–	0.03%	207
2021 Q1	$567K	Hold	1,608	–	–	0.02%	214
2020 Q4	$529K	Sell	1,608 -100	-6%	-$33.7K	0.02%	218
2020 Q3	$616K	Buy	1,708 +13	+0.8%	+$4.59K	0.03%	198
2020 Q2	$558K	Hold	1,695	–	–	0.03%	206
2020 Q1	$415K	Sell	1,695 -395	-19%	-$108K	0.03%	211
2019 Q4	$571K	Sell	2,090 -30	-1%	-$7.79K	0.03%	200
2019 Q3	$519K	Hold	2,120	–	–	0.03%	203
2019 Q2	$483K	Hold	2,120	–	–	0.03%	213
2019 Q1	$446K	Hold	2,120	–	–	0.02%	217
2018 Q4	$360K	Hold	2,120	–	–	0.02%	228
2018 Q3	$414K	Hold	2,120	–	–	0.02%	222
2018 Q2	$432K	Hold	2,120	–	–	0.02%	220
2018 Q1	$405K	Sell	2,120 -4,990	-70%	-$921K	0.02%	225
2017 Q4	$1.2M	Buy	7,110 +700	+11%	+$114K	0.07%	153
2017 Q3	$1M	Sell	6,410 -230	-3%	-$35K	0.06%	152
2017 Q2	$969K	Sell	6,640 -700	-10%	-$97.2K	0.06%	156
2017 Q1	$960K	Sell	7,340 -100	-1%	-$12.4K	0.06%	152
2016 Q4	$800K	Hold	7,440	–	–	0.05%	161
2016 Q3	$942K	Hold	7,440	–	–	0.06%	152
2016 Q2	$798K	Buy	+7,440	New	+$798K	0.06%	151

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Clifford Swan Investment Counsel's SPGI Position: Q1 2026 in Review

Clifford Swan Investment Counsel reduced its S&P Global (SPGI) stake by 0.05% in Q1 2026, selling an estimated $1.39K and leaving 5,949 shares worth $2.53M. The position accounts for 0.09% of the portfolio, ranked #140.

Clifford Swan Investment Counsel first reported a position in SPGI in Q2 2016 and has held it in 40 quarters since. The position peaked at $3.27M in Q3 2024. 2,109 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Clifford Swan Investment Counsel held 5,949 shares of S&P Global worth $2.53M as of Q1 2026.
Clifford Swan Investment Counsel sold 3 S&P Global shares in Q1 2026, an estimated $1.39K.
S&P Global made up 0.09% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #140 holding.
Clifford Swan Investment Counsel first reported a position in S&P Global in Q2 2016 and has held it in 40 quarters since.
Clifford Swan Investment Counsel's S&P Global position peaked at $3.27M in Q3 2024.
2,109 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.