Harvest Fund Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5K | Hold |
12
| – | – | ﹤0.01% | 469 |
|
|
2025
Q4 | $6K | Hold |
12
| – | – | ﹤0.01% | 529 |
|
|
2025
Q3 | $6K | Sell |
12
-142
| -92% | -$76K | ﹤0.01% | 557 |
|
|
2025
Q2 | $81K | Sell |
154
-431
| -74% | -$215K | ﹤0.01% | 394 |
|
|
2025
Q1 | $297K | Buy |
585
+564
| +2,686% | +$288K | 0.01% | 335 |
|
|
2024
Q4 | $10K | Hold |
21
| – | – | ﹤0.01% | 672 |
|
|
2024
Q3 | $11K | Buy |
+21
| New | +$10.4K | ﹤0.01% | 514 |
|
|
2024
Q2 | – | Sell |
-243
| Closed | -$103K | – | 739 |
|
|
2024
Q1 | $103K | Sell |
243
-62
| -20% | -$26.9K | 0.01% | 425 |
|
|
2023
Q4 | $134K | Hold |
305
| – | – | 0.02% | 286 |
|
|
2023
Q3 | $111K | Sell |
305
-77
| -20% | -$30.3K | 0.02% | 305 |
|
|
2023
Q2 | $153K | Hold |
382
| – | – | 0.03% | 257 |
|
|
2023
Q1 | $132K | Sell |
382
-588
| -61% | -$207K | 0.03% | 275 |
|
|
2022
Q4 | $325K | Buy |
970
+626
| +182% | +$206K | 0.08% | 148 |
|
|
2022
Q3 | $105K | Sell |
344
-244
| -41% | -$87.3K | 0.03% | 293 |
|
|
2022
Q2 | $198K | Sell |
588
-385
| -40% | -$137K | 0.06% | 176 |
|
|
2022
Q1 | $399K | Sell |
973
-372
| -28% | -$152K | 0.08% | 118 |
|
|
2021
Q4 | $632K | Buy |
1,345
+544
| +68% | +$249K | 0.11% | 81 |
|
|
2021
Q3 | $340K | Buy |
801
+600
| +299% | +$260K | 0.08% | 87 |
|
|
2021
Q2 | $82K | Buy |
201
+43
| +27% | +$16.5K | 0.01% | 318 |
|
|
2021
Q1 | $55K | Sell |
158
-101
| -39% | -$33.6K | 0.01% | 382 |
|
|
2020
Q4 | $85K | Sell |
259
-1,368
| -84% | -$461K | 0.01% | 285 |
|
|
2020
Q3 | $593K | Sell |
1,627
-417
| -20% | -$147K | 0.05% | 74 |
|
|
2020
Q2 | $683K | Sell |
2,044
-124
| -6% | -$37.3K | 0.06% | 52 |
|
|
2020
Q1 | $531K | Buy |
2,168
+644
| +42% | +$177K | 0.06% | 56 |
|
|
2019
Q4 | $493K | Buy |
1,524
+139
| +10% | +$36.1K | 0.05% | 56 |
|
|
2019
Q3 | $339K | Buy |
+1,385
| New | +$346K | 0.04% | 75 |
|
|
2018
Q4 | – | Sell |
-1,155
| Closed | -$226K | – | 440 |
|
|
2018
Q3 | $226K | Buy |
1,155
+335
| +41% | +$69.1K | 0.04% | 141 |
|
|
2018
Q2 | $167K | Hold |
820
| – | – | 0.03% | 87 |
|
|
2018
Q1 | $156K | Buy |
820
+260
| +46% | +$48K | 0.02% | 87 |
|
|
2017
Q4 | $95K | Buy |
560
+341
| +156% | +$55.7K | 0.02% | 114 |
|
|
2017
Q3 | $34K | Hold |
219
| – | – | ﹤0.01% | 174 |
|
|
2017
Q2 | $32K | Buy |
+219
| New | +$30.4K | ﹤0.01% | 182 |
|
Other funds holding SPGI
VCM
VPM
Harvest Fund Management's SPGI Position: Q1 2026 in Review
Harvest Fund Management held its S&P Global (SPGI) position steady in Q1 2026 at 12 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #469.
Harvest Fund Management first reported a position in SPGI in Q2 2017 and has held it in 32 quarters since. The position peaked at $683K in Q2 2020. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.
- Harvest Fund Management held 12 shares of S&P Global worth $5K as of Q1 2026.
- Harvest Fund Management left its S&P Global share count unchanged in Q1 2026.
- S&P Global made up ﹤0.01% of Harvest Fund Management's portfolio in Q1 2026, its #469 holding.
- Harvest Fund Management first reported a position in S&P Global in Q2 2017 and has held it in 32 quarters since.
- Harvest Fund Management's S&P Global position peaked at $683K in Q2 2020.
- 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.
Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.