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Lederer & Associates Investment Counsel’s S&P Global SPGI Stock Holding History

Lederer & Associates Investment Counsel’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 		$1.7M Buy
4,173
+8
+0.2% +$3.38K 1.12% 29
2026
Q1 		$1.77M Sell
4,165
-20
-0.5% -$9.29K 1.26% 27
2025
Q4 		$2.19M Buy
4,185
+224
+6% +$111K 1.47% 18
2025
Q3 		$1.93M Sell
3,961
-312
-7% -$167K 1.25% 23
2025
Q2 		$2.25M Sell
4,273
-48
-1% -$24K 1.49% 15
2025
Q1 		$2.2M Buy
4,321
+150
+4% +$76.6K 1.61% 17
2024
Q4 		$2.08M Sell
4,171
-133
-3% -$67.5K 1.45% 14
2024
Q3 		$2.22M Sell
4,304
-125
-3% -$61.9K 1.56% 16
2024
Q2 		$1.98M Sell
4,429
-254
-5% -$109K 1.43% 20
2024
Q1 		$1.99M Sell
4,683
-102
-2% -$44.2K 1.38% 21
2023
Q4 		$2.11M Sell
4,785
-103
-2% -$40.6K 1.56% 18
2023
Q3 		$1.79M Sell
4,888
-34
-0.7% -$13.4K 1.42% 22
2023
Q2 		$1.97M Sell
4,922
-179
-4% -$65.4K 1.49% 20
2023
Q1 		$1.76M Sell
5,101
-4
-0.1% -$1.41K 1.36% 24
2022
Q4 		$1.71M Sell
5,105
-130
-2% -$42.9K 1.4% 24
2022
Q3 		$1.6M Sell
5,235
-65
-1% -$23.3K 1.35% 22
2022
Q2 		$1.79M Sell
5,300
-59
-1% -$21K 1.38% 22
2022
Q1 		$2.2M Sell
5,359
-13
-0.2% -$5.29K 1.35% 25
2021
Q4 		$2.54M Sell
5,372
-155
-3% -$70.9K 1.47% 24
2021
Q3 		$2.35M Buy
5,527
+16
+0.3% +$6.93K 1.52% 25
2021
Q2 		$2.26M Buy
5,511
+201
+4% +$77.2K 1.51% 24
2021
Q1 		$1.87M Sell
5,310
-169
-3% -$56.2K 1.32% 32
2020
Q4 		$1.8M Sell
5,479
-38
-0.7% -$12.8K 1.38% 28
2020
Q3 		$1.99M Sell
5,517
-259
-4% -$91.4K 1.66% 21
2020
Q2 		$1.9M Sell
5,776
-30
-0.5% -$9.02K 1.78% 19
2020
Q1 		$1.42M Sell
5,806
-515
-8% -$141K 1.61% 25
2019
Q4 		$1.73M Buy
6,321
+151
+2% +$39.2K 1.5% 31
2019
Q3 		$1.51M Sell
6,170
-2,073
-25% -$518K 1.45% 29
2019
Q2 		$1.88M Sell
8,243
-275
-3% -$60.1K 1.72% 23
2019
Q1 		$1.79M Hold
8,518
– – 1.67% 21
2018
Q4 		$1.45M Buy
8,518
+325
+4% +$58.2K 1.55% 26
2018
Q3 		$1.6M Buy
8,193
+35
+0.4% +$7.22K 1.35% 35
2018
Q2 		$1.66M Sell
8,158
-1,677
-17% -$331K 1.5% 27
2018
Q1 		$1.88M Sell
9,835
-3,180
-24% -$587K 1.69% 21
2017
Q4 		$2.21M Sell
13,015
-260
-2% -$42.4K 1.98% 16
2017
Q3 		$2.08M Sell
13,275
-50
-0.4% -$7.6K 1.98% 18
2017
Q2 		$1.95M Buy
13,325
+85
+0.6% +$11.8K 1.87% 21
2017
Q1 		$1.73M Sell
13,240
-550
-4% -$68.4K 1.63% 26
2016
Q4 		$1.48M Buy
+13,790
New +$1.65M 1.47% 35

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Lederer & Associates Investment Counsel's SPGI Position: Q2 2026 in Review

Lederer & Associates Investment Counsel increased its S&P Global (SPGI) stake by 0.19% in Q2 2026, buying an estimated $3.38K and bringing the position to 4,173 shares worth $1.7M. The position accounts for 1.12% of the portfolio, ranked #29.

Lederer & Associates Investment Counsel first reported a position in SPGI in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.54M in Q4 2021. 736 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Lederer & Associates Investment Counsel held 4,173 shares of S&P Global worth $1.7M as of Q2 2026.
  • Lederer & Associates Investment Counsel bought 8 S&P Global shares in Q2 2026, an estimated $3.38K.
  • S&P Global made up 1.12% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #29 holding.
  • Lederer & Associates Investment Counsel first reported a position in S&P Global in Q4 2016 and has held it in 39 quarters since.
  • Lederer & Associates Investment Counsel's S&P Global position peaked at $2.54M in Q4 2021.
  • 736 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.