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Harfst & Associates’s S&P Global SPGI Stock Holding History

Harfst & Associates’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 		$251K Sell
617
-568
-48% -$240K 0.04% 111
2026
Q1 		$504K Sell
1,185
-1,845
-61% -$857K 0.09% 100
2025
Q4 		$1.58M Buy
3,030
+34
+1% +$16.8K 0.29% 67
2025
Q3 		$1.46M Buy
2,996
+52
+2% +$27.8K 0.27% 74
2025
Q2 		$1.55M Buy
2,944
+1,727
+142% +$862K 0.32% 67
2025
Q1 		$618K Buy
+1,217
New +$622K 0.14% 88

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

Harfst & Associates's SPGI Position: Q2 2026 in Review

Harfst & Associates reduced its S&P Global (SPGI) stake by 48% in Q2 2026, selling an estimated $240K and leaving 617 shares worth $251K. The position accounts for 0.04% of the portfolio, ranked #111.

Harfst & Associates first reported a position in SPGI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.58M in Q4 2025. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Harfst & Associates held 617 shares of S&P Global worth $251K as of Q2 2026.
  • Harfst & Associates sold 568 S&P Global shares in Q2 2026, an estimated $240K.
  • S&P Global made up 0.04% of Harfst & Associates's portfolio in Q2 2026, its #111 holding.
  • Harfst & Associates first reported a position in S&P Global in Q1 2025 and has held it in 6 quarters since.
  • Harfst & Associates's S&P Global position peaked at $1.58M in Q4 2025.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Harfst & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.