Heritage Family Offices’s S&P Global SPGI Stock Holding History

Heritage Family Offices’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	$221K	Buy	+542	New	+$229K	0.09%	208
2026 Q1	–	Sell	-1,058	Closed	-$553K	–	236
2025 Q4	$553K	Sell	1,058 -77	-7%	-$38.1K	0.25%	89
2025 Q3	$553K	Sell	1,135 -17	-1%	-$9.1K	0.26%	84
2025 Q2	$579K	Hold	1,152	–	–	0.29%	84
2025 Q1	$585K	Buy	1,152 +40	+4%	+$20.4K	0.3%	82
2024 Q4	$554K	Buy	1,112 +63	+6%	+$32K	0.28%	81
2024 Q3	$542K	Sell	1,049 -27	-3%	-$13.4K	0.28%	77
2024 Q2	$480K	Buy	+1,076	New	+$462K	0.27%	77

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heritage Family Offices's SPGI Position: Q2 2026 in Review

Heritage Family Offices opened a new position in S&P Global (SPGI) in Q2 2026: 542 shares worth $221K. The stake represents 0.09% of the portfolio and ranks #208 among its holdings. This is a return to the name: Heritage Family Offices previously reported a position in SPGI as recently as Q4 2025.

Heritage Family Offices first reported a position in SPGI in Q2 2024 and has held it in 8 quarters since. The position peaked at $585K in Q1 2025. 2,005 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Heritage Family Offices held 542 shares of S&P Global worth $221K as of Q2 2026.
S&P Global was a new Heritage Family Offices position in Q2 2026.
S&P Global made up 0.09% of Heritage Family Offices's portfolio in Q2 2026, its #208 holding.
Heritage Family Offices first reported a position in S&P Global in Q2 2024 and has held it in 8 quarters since.
Heritage Family Offices's S&P Global position peaked at $585K in Q1 2025.
2,005 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.