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GHP Investment Advisors’s S&P Global SPGI Stock Holding History

GHP Investment Advisors’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 		$8.4M Buy
20,620
+970
+5% +$410K 0.31% 107
2026
Q1 		$8.36M Buy
19,650
+4,397
+29% +$2.04M 0.34% 100
2025
Q4 		$7.97M Buy
15,253
+430
+3% +$213K 0.33% 111
2025
Q3 		$7.21M Buy
14,823
+548
+4% +$293K 0.3% 115
2025
Q2 		$7.53M Buy
14,275
+619
+5% +$309K 0.33% 106
2025
Q1 		$6.94M Buy
13,656
+157
+1% +$80.2K 0.33% 106
2024
Q4 		$6.72M Buy
13,499
+122
+0.9% +$61.9K 0.31% 118
2024
Q3 		$6.91M Buy
13,377
+798
+6% +$395K 0.32% 122
2024
Q2 		$5.61M Buy
12,579
+596
+5% +$256K 0.28% 129
2024
Q1 		$5.1M Buy
11,983
+610
+5% +$264K 0.25% 142
2023
Q4 		$5.01M Buy
11,373
+334
+3% +$132K 0.27% 131
2023
Q3 		$4.01M Buy
11,039
+129
+1% +$50.7K 0.24% 143
2023
Q2 		$4.23M Buy
10,910
+518
+5% +$189K 0.25% 142
2023
Q1 		$3.58M Buy
10,392
+189
+2% +$66.5K 0.23% 154
2022
Q4 		$3.42M Sell
10,203
-707
-6% -$233K 0.23% 153
2022
Q3 		$3.33M Buy
10,910
+48
+0.4% +$17.2K 0.26% 139
2022
Q2 		$3.66M Buy
10,862
+508
+5% +$181K 0.27% 133
2022
Q1 		$4.25M Sell
10,354
-38
-0.4% -$15.5K 0.28% 127
2021
Q4 		$4.9M Sell
10,392
-33
-0.3% -$15.1K 0.35% 105
2021
Q3 		$4.43M Buy
10,425
+465
+5% +$201K 0.35% 104
2021
Q2 		$4.09M Buy
9,960
+38
+0.4% +$14.6K 0.33% 114
2021
Q1 		$3.5M Sell
9,922
-598
-6% -$199K 0.3% 119
2020
Q4 		$3.46M Buy
10,520
+261
+3% +$88K 0.33% 113
2020
Q3 		$3.7M Sell
10,259
-326
-3% -$115K 0.42% 90
2020
Q2 		$3.49M Buy
10,585
+6
+0.1% +$1.8K 0.43% 83
2020
Q1 		$2.59M Buy
10,579
+209
+2% +$57.3K 0.39% 87
2019
Q4 		$2.83M Sell
10,370
-2
-0% -$520 0.3% 101
2019
Q3 		$2.54M Sell
10,372
-1,455
-12% -$364K 0.32% 105
2019
Q2 		$2.69M Buy
11,827
+615
+5% +$134K 0.33% 106
2019
Q1 		$2.36M Buy
11,212
+249
+2% +$48.2K 0.3% 110
2018
Q4 		$1.86M Buy
10,963
+1,195
+12% +$214K 0.28% 120
2018
Q3 		$1.91M Buy
9,768
+298
+3% +$61.5K 0.26% 123
2018
Q2 		$1.93M Sell
9,470
-11
-0.1% -$2.17K 0.27% 112
2018
Q1 		$1.81M Buy
9,481
+81
+0.9% +$15K 0.26% 118
2017
Q4 		$1.59M Sell
9,400
-105
-1% -$17.1K 0.23% 133
2017
Q3 		$1.49M Buy
9,505
+10
+0.1% +$1.52K 0.23% 132
2017
Q2 		$1.39M Sell
9,495
-1,790
-16% -$249K 0.22% 131
2017
Q1 		$1.48M Hold
11,285
– – 0.25% 115
2016
Q4 		$1.21M Buy
11,285
+600
+6% +$71.7K 0.23% 126
2016
Q3 		$1.35M Hold
10,685
– – 0.28% 108
2016
Q2 		$1.15M Buy
+10,685
New +$1.15M 0.25% 114

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

GHP Investment Advisors's SPGI Position: Q2 2026 in Review

GHP Investment Advisors increased its S&P Global (SPGI) stake by 4.9% in Q2 2026, buying an estimated $410K and bringing the position to 20,620 shares worth $8.4M. The position accounts for 0.31% of the portfolio, ranked #107.

GHP Investment Advisors first reported a position in SPGI in Q2 2016 and has held it in 41 quarters since. 728 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • GHP Investment Advisors held 20,620 shares of S&P Global worth $8.4M as of Q2 2026.
  • GHP Investment Advisors bought 970 S&P Global shares in Q2 2026, an estimated $410K.
  • S&P Global made up 0.31% of GHP Investment Advisors's portfolio in Q2 2026, its #107 holding.
  • GHP Investment Advisors first reported a position in S&P Global in Q2 2016 and has held it in 41 quarters since.
  • 728 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.