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Harbour Investments’s S&P Global SPGI Stock Holding History

Harbour Investments’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
Q1 		$629K Buy
1,478
+489
+49% +$227K 0.01% 946
2025
Q4 		$517K Buy
989
+624
+171% +$309K 0.01% 840
2025
Q3 		$178K Buy
365
+26
+8% +$13.9K ﹤0.01% 1289
2025
Q2 		$179K Buy
339
+15
+5% +$7.49K ﹤0.01% 1225
2025
Q1 		$164K Buy
324
+25
+8% +$12.8K ﹤0.01% 1190
2024
Q4 		$149K Buy
299
+11
+4% +$5.58K ﹤0.01% 1173
2024
Q3 		$149K Buy
288
+79
+38% +$39.1K ﹤0.01% 1143
2024
Q2 		$93.2K Sell
209
-7
-3% -$3K ﹤0.01% 1276
2024
Q1 		$91.9K Sell
216
-28
-11% -$12.1K ﹤0.01% 1256
2023
Q4 		$107K Buy
244
+158
+184% +$62.4K ﹤0.01% 1104
2023
Q3 		$31.4K Buy
86
+27
+46% +$10.6K ﹤0.01% 1548
2023
Q2 		$23.7K Sell
59
-94
-61% -$34.3K ﹤0.01% 1689
2023
Q1 		$52.8K Hold
153
– – ﹤0.01% 1335
2022
Q4 		$51.2K Buy
153
+123
+410% +$40.5K ﹤0.01% 1287
2022
Q3 		$10K Hold
30
– – ﹤0.01% 1941
2022
Q2 		$10K Buy
+30
New +$10.7K ﹤0.01% 1941
2021
Q4 		$7K Sell
15
-915
-98% -$419K ﹤0.01% 2072
2021
Q3 		$395K Sell
930
-5
-0.5% -$2.17K 0.01% 737
2021
Q2 		$384K Sell
935
-34
-4% -$13.1K 0.01% 780
2021
Q1 		$342K Buy
+969
New +$322K 0.01% 752

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Harbour Investments's SPGI Position: Q1 2026 in Review

Harbour Investments increased its S&P Global (SPGI) stake by 49% in Q1 2026, buying an estimated $227K and bringing the position to 1,478 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #946.

Harbour Investments first reported a position in SPGI in Q1 2021 and has held it in 20 quarters since. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Harbour Investments held 1,478 shares of S&P Global worth $629K as of Q1 2026.
  • Harbour Investments bought 489 S&P Global shares in Q1 2026, an estimated $227K.
  • S&P Global made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #946 holding.
  • Harbour Investments first reported a position in S&P Global in Q1 2021 and has held it in 20 quarters since.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.