Halbert Hargrove Global Advisors’s S&P Global SPGI Stock Holding History

Halbert Hargrove Global 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	$103K	Buy	252 +2	+0.8%	+$845	﹤0.01%	153
2026 Q1	$106K	Hold	250	–	–	0.01%	139
2025 Q4	$131K	Buy	250 +244	+4,067%	+$121K	0.01%	121
2025 Q3	$2.92K	Sell	6 -5	-45%	-$2.68K	﹤0.01%	498
2025 Q2	$5.8K	Sell	11 -1	-8%	-$499	﹤0.01%	255
2025 Q1	$6.1K	Buy	+12	New	+$6.13K	﹤0.01%	292
2022 Q2	–	Sell	-561	Closed	-$230K	–	171
2022 Q1	$230K	Buy	561 +99	+21%	+$40.3K	0.02%	147
2021 Q4	$218K	Buy	+462	New	+$211K	0.01%	149

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 $3.37T AUM 44.26% 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

Halbert Hargrove Global Advisors's SPGI Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its S&P Global (SPGI) stake by 0.8% in Q2 2026, buying an estimated $845 and bringing the position to 252 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #153.

Halbert Hargrove Global Advisors first reported a position in SPGI in Q4 2021 and has held it in 8 quarters since. The position peaked at $230K in Q1 2022. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Halbert Hargrove Global Advisors held 252 shares of S&P Global worth $103K as of Q2 2026.
Halbert Hargrove Global Advisors bought 2 S&P Global shares in Q2 2026, an estimated $845.
S&P Global made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #153 holding.
Halbert Hargrove Global Advisors first reported a position in S&P Global in Q4 2021 and has held it in 8 quarters since.
Halbert Hargrove Global Advisors's S&P Global position peaked at $230K in Q1 2022.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.