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Harbour Wealth Management Group’s S&P Global SPGI Stock Holding History

Harbour Wealth Management Group’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 		$599K Buy
1,472
+39
+3% +$16.5K 0.41% 44
2026
Q1 		$610K Buy
1,433
+280
+24% +$130K 0.46% 38
2025
Q4 		$603K Buy
+1,153
New +$570K 0.47% 41

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Harbour Wealth Management Group's SPGI Position: Q2 2026 in Review

Harbour Wealth Management Group increased its S&P Global (SPGI) stake by 2.7% in Q2 2026, buying an estimated $16.5K and bringing the position to 1,472 shares worth $599K. The position accounts for 0.41% of the portfolio, ranked #44.

Harbour Wealth Management Group first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $610K in Q1 2026. 2,014 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Harbour Wealth Management Group held 1,472 shares of S&P Global worth $599K as of Q2 2026.
  • Harbour Wealth Management Group bought 39 S&P Global shares in Q2 2026, an estimated $16.5K.
  • S&P Global made up 0.41% of Harbour Wealth Management Group's portfolio in Q2 2026, its #44 holding.
  • Harbour Wealth Management Group first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Harbour Wealth Management Group's S&P Global position peaked at $610K in Q1 2026.
  • 2,014 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Harbour Wealth Management Group's 13F filing for Q2 2026, filed 7 Aug 2026.