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Harrell Investment Partners’s S&P Global SPGI Stock Holding History

Harrell Investment Partners’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 		$738K Sell
1,813
-88
-5% -$37.2K 0.16% 98
2026
Q1 		$809K Buy
1,901
+882
+87% +$409K 0.19% 88
2025
Q4 		$533K Sell
1,019
-6
-0.6% -$2.97K 0.13% 100
2025
Q3 		$499K Sell
1,025
-31
-3% -$16.6K 0.12% 98
2025
Q2 		$557K Sell
1,056
-3,886
-79% -$1.94M 0.14% 92
2025
Q1 		$2.51M Sell
4,942
-651
-12% -$333K 0.74% 47
2024
Q4 		$2.79M Buy
5,593
+516
+10% +$262K 0.78% 47
2024
Q3 		$2.62M Buy
5,077
+113
+2% +$55.9K 0.74% 49
2024
Q2 		$2.21M Buy
4,964
+16
+0.3% +$6.86K 0.64% 51
2024
Q1 		$2.11M Sell
4,948
-160
-3% -$69.3K 0.62% 50
2023
Q4 		$2.25M Buy
5,108
+103
+2% +$40.6K 0.7% 47
2023
Q3 		$1.84M Buy
5,005
+158
+3% +$62.1K 0.63% 50
2023
Q2 		$1.94M Sell
4,847
-83
-2% -$30.3K 0.66% 47
2023
Q1 		$1.7M Buy
4,930
+261
+6% +$91.9K 0.6% 52
2022
Q4 		$1.56M Buy
4,669
+232
+5% +$76.5K 0.61% 53
2022
Q3 		$1.35M Buy
4,437
+354
+9% +$127K 0.57% 53
2022
Q2 		$1.38M Buy
4,083
+173
+4% +$61.7K 0.56% 53
2022
Q1 		$1.6M Buy
+3,910
New +$1.59M 0.57% 52

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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Harrell Investment Partners's SPGI Position: Q2 2026 in Review

Harrell Investment Partners reduced its S&P Global (SPGI) stake by 4.6% in Q2 2026, selling an estimated $37.2K and leaving 1,813 shares worth $738K. The position accounts for 0.16% of the portfolio, ranked #98.

Harrell Investment Partners first reported a position in SPGI in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.79M in Q4 2024. 433 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Harrell Investment Partners held 1,813 shares of S&P Global worth $738K as of Q2 2026.
  • Harrell Investment Partners sold 88 S&P Global shares in Q2 2026, an estimated $37.2K.
  • S&P Global made up 0.16% of Harrell Investment Partners's portfolio in Q2 2026, its #98 holding.
  • Harrell Investment Partners first reported a position in S&P Global in Q1 2022 and has held it in 18 quarters since.
  • Harrell Investment Partners's S&P Global position peaked at $2.79M in Q4 2024.
  • 433 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.