GW&K Investment Management’s S&P Global SPGI Stock Holding History

GW&K Investment Management’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	$243K	Sell	596 -2,752	-82%	-$1.16M	﹤0.01%	395
2026 Q1	$1.42M	Sell	3,348 -12	-0.4%	-$5.57K	0.01%	321
2025 Q4	$1.76M	Sell	3,360 -46	-1%	-$22.8K	0.02%	317
2025 Q3	$1.66M	Sell	3,406 -119	-3%	-$63.7K	0.01%	322
2025 Q2	$1.86M	Sell	3,525 -1,472	-29%	-$735K	0.02%	307
2025 Q1	$2.54M	Sell	4,997 -50,597	-91%	-$25.9M	0.02%	299
2024 Q4	$27.7M	Sell	55,594 -1,326	-2%	-$673K	0.24%	162
2024 Q3	$29.4M	Sell	56,920 -78,346	-58%	-$38.8M	0.25%	165
2024 Q2	$60.3M	Sell	135,266 -2,883	-2%	-$1.24M	0.55%	56
2024 Q1	$58.8M	Sell	138,149 -662	-0.5%	-$287K	0.52%	69
2023 Q4	$61.1M	Sell	138,811 -3,619	-3%	-$1.43M	0.57%	53
2023 Q3	$52M	Sell	142,430 -3,604	-2%	-$1.42M	0.52%	68
2023 Q2	$58.5M	Buy	146,034 +2,078	+1%	+$759K	0.56%	57
2023 Q1	$49.6M	Buy	143,956 +84,947	+144%	+$29.9M	0.48%	86
2022 Q4	$19.8M	Buy	+59,009	New	+$19.5M	0.2%	179
2022 Q3	–	Sell	-48	Closed	-$16K	–	761
2022 Q2	$16K	Buy	48 +21	+78%	+$7.49K	﹤0.01%	429
2022 Q1	$11K	Buy	+27	New	+$11K	﹤0.01%	434

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GW&K Investment Management's SPGI Position: Q2 2026 in Review

GW&K Investment Management reduced its S&P Global (SPGI) stake by 82% in Q2 2026, selling an estimated $1.16M and leaving 596 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

GW&K Investment Management first reported a position in SPGI in Q1 2022 and has held it in 17 quarters since. The position peaked at $61.1M in Q4 2023. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

GW&K Investment Management held 596 shares of S&P Global worth $243K as of Q2 2026.
GW&K Investment Management sold 2,752 S&P Global shares in Q2 2026, an estimated $1.16M.
S&P Global made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #395 holding.
GW&K Investment Management first reported a position in S&P Global in Q1 2022 and has held it in 17 quarters since.
GW&K Investment Management's S&P Global position peaked at $61.1M in Q4 2023.
2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.