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

Cutler 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 Q2	$3.09M	Hold	7,590	–	–	0.29%	70
2026 Q1	$3.23M	Hold	7,590	–	–	0.33%	63
2025 Q4	$3.97M	Sell	7,590 -4,182	-36%	-$2.07M	0.41%	57
2025 Q3	$5.73M	Sell	11,772 -3	-0%	-$1.61K	0.6%	52
2025 Q2	$6.21M	Sell	11,775 -1	-0%	-$499	0.69%	49
2025 Q1	$5.98M	Buy	11,776 +3,280	+39%	+$1.68M	0.72%	48
2024 Q4	$4.23M	Sell	8,496 -222	-3%	-$113K	0.53%	56
2024 Q3	$4.5M	Buy	8,718 +16	+0.2%	+$7.92K	0.57%	50
2024 Q2	$3.88M	Buy	8,702 +8	+0.1%	+$3.43K	0.53%	52
2024 Q1	$3.7M	Buy	8,694 +1	+0%	+$433	0.5%	54
2023 Q4	$3.83M	Buy	8,693 +4,584	+112%	+$1.81M	0.55%	50
2023 Q3	$1.5M	Buy	4,109 +19	+0.5%	+$7.47K	0.24%	63
2023 Q2	$1.64M	Sell	4,090 -1	-0%	-$365	0.25%	64
2023 Q1	$1.41M	Buy	4,091 +6	+0.1%	+$2.11K	0.22%	65
2022 Q4	$1.37M	Hold	4,085	–	–	0.21%	64
2022 Q3	$1.25M	Sell	4,085 -37	-0.9%	-$13.2K	0.21%	66
2022 Q2	$1.39M	Hold	4,122	–	–	0.22%	66
2022 Q1	$1.69M	Hold	4,122	–	–	0.23%	64
2021 Q4	$1.95M	Hold	4,122	–	–	0.29%	54
2021 Q3	$1.75M	Sell	4,122 -50	-1%	-$21.7K	0.28%	55
2021 Q2	$1.71M	Sell	4,172 -23	-0.5%	-$8.84K	0.27%	54
2021 Q1	$1.48M	Sell	4,195 -25	-0.6%	-$8.32K	0.26%	55
2020 Q4	$1.39M	Hold	4,220	–	–	0.25%	57
2020 Q3	$1.52M	Hold	4,220	–	–	0.29%	55
2020 Q2	$1.39M	Hold	4,220	–	–	0.3%	51
2020 Q1	$1.03M	Sell	4,220 -20	-0.5%	-$5.49K	0.25%	51
2019 Q4	$1.16M	Hold	4,240	–	–	0.23%	55
2019 Q3	$1.04M	Buy	4,240 +16	+0.4%	+$4K	0.2%	54
2019 Q2	$962K	Hold	4,224	–	–	0.18%	55
2019 Q1	$889K	Hold	4,224	–	–	0.17%	53
2018 Q4	$718K	Hold	4,224	–	–	0.15%	55
2018 Q3	$825K	Hold	4,224	–	–	0.15%	58
2018 Q2	$861K	Sell	4,224 -132	-3%	-$26.1K	0.17%	54
2018 Q1	$832K	Hold	4,356	–	–	0.16%	53
2017 Q4	$738K	Sell	4,356 -200	-4%	-$32.7K	0.14%	54
2017 Q3	$712K	Buy	+4,556	New	+$693K	0.17%	50

Other funds holding SPGI

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Cutler Investment Counsel's SPGI Position: Q2 2026 in Review

Cutler Investment Counsel held its S&P Global (SPGI) position steady in Q2 2026 at 7,590 shares worth $3.09M. The position accounts for 0.29% of the portfolio, ranked #70.

Cutler Investment Counsel first reported a position in SPGI in Q3 2017 and has held it in 36 quarters since. The position peaked at $6.21M in Q2 2025. 821 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Cutler Investment Counsel held 7,590 shares of S&P Global worth $3.09M as of Q2 2026.
Cutler Investment Counsel left its S&P Global share count unchanged in Q2 2026.
S&P Global made up 0.29% of Cutler Investment Counsel's portfolio in Q2 2026, its #70 holding.
Cutler Investment Counsel first reported a position in S&P Global in Q3 2017 and has held it in 36 quarters since.
Cutler Investment Counsel's S&P Global position peaked at $6.21M in Q2 2025.
821 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Cutler Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.