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Harbor Investment Advisory’s S&P Global SPGI Stock Holding History

Harbor Investment Advisory’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 		$753K Sell
1,850
-213
-10% -$90K 0.05% 245
2026
Q1 		$877K Sell
2,063
-1,074
-34% -$499K 0.07% 215
2025
Q4 		$1.64M Buy
3,137
+158
+5% +$78.2K 0.12% 131
2025
Q3 		$1.45M Buy
2,979
+81
+3% +$43.4K 0.12% 138
2025
Q2 		$1.53M Sell
2,898
-596
-17% -$297K 0.14% 121
2025
Q1 		$1.78M Buy
3,494
+1,432
+69% +$732K 0.17% 103
2024
Q4 		$1.03M Buy
2,062
+858
+71% +$435K 0.1% 148
2024
Q3 		$622K Sell
1,204
-10
-0.8% -$4.95K 0.06% 215
2024
Q2 		$541K Buy
1,214
+26
+2% +$11.2K 0.06% 218
2024
Q1 		$505K Buy
1,188
+4
+0.3% +$1.73K 0.05% 226
2023
Q4 		$522K Buy
1,184
+144
+14% +$56.8K 0.06% 206
2023
Q3 		$380K Sell
1,040
-448
-30% -$176K 0.05% 237
2023
Q2 		$597K Sell
1,488
-4
-0.3% -$1.46K 0.08% 196
2023
Q1 		$514K Sell
1,492
-4
-0.3% -$1.41K 0.08% 202
2022
Q4 		$501K Sell
1,496
-33
-2% -$10.9K 0.08% 201
2022
Q3 		$467K Sell
1,529
-4
-0.3% -$1.43K 0.08% 204
2022
Q2 		$517K Buy
1,533
+184
+14% +$65.6K 0.08% 191
2022
Q1 		$553K Buy
1,349
+392
+41% +$160K 0.07% 209
2021
Q4 		$452K Sell
957
-109
-10% -$49.9K 0.06% 237
2021
Q3 		$453K Buy
1,066
+109
+11% +$47.2K 0.06% 237
2021
Q2 		$393K Sell
957
-3
-0.3% -$1.15K 0.05% 259
2021
Q1 		$339K Buy
960
+14
+1% +$4.66K 0.05% 258
2020
Q4 		$311K Sell
946
-10
-1% -$3.37K 0.05% 243
2020
Q3 		$345K Buy
956
+11
+1% +$3.88K 0.07% 206
2020
Q2 		$311K Sell
945
-130
-12% -$39.1K 0.07% 202
2020
Q1 		$263K Sell
1,075
-35
-3% -$9.6K 0.07% 195
2019
Q4 		$303K Buy
+1,110
New +$288K 0.07% 203

Other funds holding SPGI

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Harbor Investment Advisory's SPGI Position: Q2 2026 in Review

Harbor Investment Advisory reduced its S&P Global (SPGI) stake by 10% in Q2 2026, selling an estimated $90K and leaving 1,850 shares worth $753K. The position accounts for 0.05% of the portfolio, ranked #245.

Harbor Investment Advisory first reported a position in SPGI in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.78M in Q1 2025. 558 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Harbor Investment Advisory held 1,850 shares of S&P Global worth $753K as of Q2 2026.
  • Harbor Investment Advisory sold 213 S&P Global shares in Q2 2026, an estimated $90K.
  • S&P Global made up 0.05% of Harbor Investment Advisory's portfolio in Q2 2026, its #245 holding.
  • Harbor Investment Advisory first reported a position in S&P Global in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's S&P Global position peaked at $1.78M in Q1 2025.
  • 558 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.