EI
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Ethic Inc’s S&P Global SPGI Stock Holding History

Ethic Inc’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 		$18.2M Buy
44,631
+1,584
+4% +$669K 0.23% 73
2026
Q1 		$18.3M Sell
43,047
-5,538
-11% -$2.57M 0.29% 56
2025
Q4 		$25.4M Sell
48,585
-2,099
-4% -$1.04M 0.39% 37
2025
Q3 		$24.7M Sell
50,684
-802
-2% -$429K 0.41% 27
2025
Q2 		$26.7M Buy
51,486
+655
+1% +$327K 0.48% 25
2025
Q1 		$26M Buy
50,831
+1,542
+3% +$788K 0.53% 23
2024
Q4 		$24.5M Buy
49,289
+5,258
+12% +$2.67M 0.5% 24
2024
Q3 		$18.7M Sell
44,031
-1,934
-4% -$957K 0.47% 27
2024
Q2 		$20.5M Buy
45,965
+1,934
+4% +$830K 0.48% 25
2024
Q1 		$18.7M Buy
44,031
+6,301
+17% +$2.73M 0.47% 27
2023
Q4 		$16.6M Buy
37,730
+8,616
+30% +$3.4M 0.49% 27
2023
Q3 		$10.6M Buy
29,114
+1,632
+6% +$642K 0.37% 41
2023
Q2 		$11M Buy
27,482
+515
+2% +$188K 0.41% 36
2023
Q1 		$9.3M Buy
26,967
+9,307
+53% +$3.28M 0.38% 44
2022
Q4 		$5.92M Buy
17,660
+1,893
+12% +$624K 0.32% 71
2022
Q3 		$4.81M Buy
15,767
+55
+0.4% +$19.7K 0.33% 69
2022
Q2 		$5.3M Sell
15,712
-9,877
-39% -$3.52M 0.37% 56
2022
Q1 		$10.5M Buy
25,589
+12,004
+88% +$4.89M 0.72% 13
2021
Q4 		$6.41M Buy
13,585
+2,117
+18% +$968K 0.49% 34
2021
Q3 		$4.87M Buy
11,468
+2,660
+30% +$1.15M 0.5% 33
2021
Q2 		$3.62M Buy
8,808
+2,236
+34% +$859K 0.44% 39
2021
Q1 		$2.32M Buy
6,572
+1,779
+37% +$592K 0.41% 46
2020
Q4 		$1.58M Buy
4,793
+464
+11% +$157K 0.42% 46
2020
Q3 		$1.56M Sell
4,329
-40
-0.9% -$14.1K 0.6% 35
2020
Q2 		$1.44M Buy
4,369
+64
+1% +$19.2K 0.82% 23
2020
Q1 		$1.05M Buy
4,305
+547
+15% +$150K 0.88% 20
2019
Q4 		$1.03M Buy
+3,758
New +$976K 0.76% 22

Other funds holding SPGI

Parnassus Investments
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)
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
RG
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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Ethic Inc's SPGI Position: Q2 2026 in Review

Ethic Inc increased its S&P Global (SPGI) stake by 3.7% in Q2 2026, buying an estimated $669K and bringing the position to 44,631 shares worth $18.2M. The position accounts for 0.23% of the portfolio, ranked #73.

Ethic Inc first reported a position in SPGI in Q4 2019 and has held it in 27 quarters since. The position peaked at $26.7M in Q2 2025. 728 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Ethic Inc held 44,631 shares of S&P Global worth $18.2M as of Q2 2026.
  • Ethic Inc bought 1,584 S&P Global shares in Q2 2026, an estimated $669K.
  • S&P Global made up 0.23% of Ethic Inc's portfolio in Q2 2026, its #73 holding.
  • Ethic Inc first reported a position in S&P Global in Q4 2019 and has held it in 27 quarters since.
  • Ethic Inc's S&P Global position peaked at $26.7M in Q2 2025.
  • 728 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.