Loring Wolcott & Coolidge Fiduciary Advisors’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
Q2 | $3.68M | Hold |
9,028
| – | – | 0.04% | 100 |
|
|
2026
Q1 | $3.75M | Buy |
9,028
+345
| +4% | +$160K | 0.04% | 97 |
|
|
2025
Q4 | $4.57M | Sell |
8,683
-167
| -2% | -$82.6K | 0.04% | 89 |
|
|
2025
Q3 | $4.27M | Buy |
8,850
+3,589
| +68% | +$1.92M | 0.04% | 91 |
|
|
2025
Q2 | $2.77M | Sell |
5,261
-62
| -1% | -$30.9K | 0.02% | 112 |
|
|
2025
Q1 | $2.5M | Sell |
5,323
-69
| -1% | -$35.3K | 0.02% | 114 |
|
|
2024
Q4 | $2.81M | Sell |
5,392
-209
| -4% | -$106K | 0.02% | 119 |
|
|
2024
Q3 | $2.76M | Sell |
5,601
-124
| -2% | -$61.4K | 0.02% | 123 |
|
|
2024
Q2 | $2.8M | Buy |
5,725
+2,962
| +107% | +$1.27M | 0.03% | 107 |
|
|
2024
Q1 | $1.15M | Sell |
2,763
-582
| -17% | -$252K | 0.01% | 139 |
|
|
2023
Q4 | $1.5M | Sell |
3,345
-234
| -7% | -$92.3K | 0.01% | 129 |
|
|
2023
Q3 | $1.35M | Sell |
3,579
-558
| -13% | -$219K | 0.02% | 130 |
|
|
2023
Q2 | $1.66M | Buy |
4,137
+72
| +2% | +$26.3K | 0.02% | 124 |
|
|
2023
Q1 | $1.4M | Buy |
4,065
+81
| +2% | +$28.5K | 0.02% | 132 |
|
|
2022
Q4 | $1.33M | Sell |
3,984
-762
| -16% | -$251K | 0.02% | 135 |
|
|
2022
Q3 | $1.45M | Hold |
4,746
| – | – | 0.02% | 128 |
|
|
2022
Q2 | $1.6M | Sell |
4,746
-438
| -8% | -$156K | 0.02% | 124 |
|
|
2022
Q1 | $2.13M | Buy |
5,184
+789
| +18% | +$321K | 0.02% | 117 |
|
|
2021
Q4 | $2.07M | Hold |
4,395
| – | – | 0.02% | 126 |
|
|
2021
Q3 | $1.87M | Sell |
4,395
-26
| -0.6% | -$11.3K | 0.02% | 126 |
|
|
2021
Q2 | $1.81M | Buy |
4,421
+887
| +25% | +$341K | 0.02% | 131 |
|
|
2021
Q1 | $1.25M | Buy |
3,534
+376
| +12% | +$125K | 0.01% | 148 |
|
|
2020
Q4 | $1.04M | Hold |
3,158
| – | – | 0.01% | 156 |
|
|
2020
Q3 | $1.14M | Buy |
3,158
+337
| +12% | +$119K | 0.01% | 135 |
|
|
2020
Q2 | $929K | Hold |
2,821
| – | – | 0.01% | 137 |
|
|
2020
Q1 | $691K | Sell |
2,821
-100
| -3% | -$27.4K | 0.01% | 149 |
|
|
2019
Q4 | $798K | Hold |
2,921
| – | – | 0.01% | 171 |
|
|
2019
Q3 | $716K | Buy |
2,921
+573
| +24% | +$143K | 0.01% | 175 |
|
|
2019
Q2 | $535K | Hold |
2,348
| – | – | 0.01% | 190 |
|
|
2019
Q1 | $494K | Sell |
2,348
-95
| -4% | -$18.4K | 0.01% | 193 |
|
|
2018
Q4 | $415K | Sell |
2,443
-62
| -2% | -$11.1K | 0.01% | 206 |
|
|
2018
Q3 | $489K | Hold |
2,505
| – | – | 0.01% | 205 |
|
|
2018
Q2 | $511K | Buy |
2,505
+2,043
| +442% | +$404K | 0.01% | 201 |
|
|
2018
Q1 | $88K | Hold |
462
| – | – | ﹤0.01% | 384 |
|
|
2017
Q4 | $78K | Hold |
462
| – | – | ﹤0.01% | 390 |
|
|
2017
Q3 | $72K | Hold |
462
| – | – | ﹤0.01% | 391 |
|
|
2017
Q2 | $71K | Hold |
462
| – | – | ﹤0.01% | 387 |
|
|
2017
Q1 | $60K | Hold |
462
| – | – | ﹤0.01% | 396 |
|
|
2016
Q4 | $50K | Hold |
462
| – | – | ﹤0.01% | 391 |
|
|
2016
Q3 | $58K | Hold |
462
| – | – | ﹤0.01% | 383 |
|
|
2016
Q2 | $50K | Buy |
+462
| New | +$49.6K | ﹤0.01% | 394 |
|
Other funds holding SPGI
RCWMU
PAM
RG
ATO
CGI
AAIS
Loring Wolcott & Coolidge Fiduciary Advisors's SPGI Position: Q2 2026 in Review
Loring Wolcott & Coolidge Fiduciary Advisors held its S&P Global (SPGI) position steady in Q2 2026 at 9,028 shares worth $3.68M. The position accounts for 0.04% of the portfolio, ranked #100.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SPGI in Q2 2016 and has held it in 41 quarters since. The position peaked at $4.57M in Q4 2025. 821 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors held 9,028 shares of S&P Global worth $3.68M as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors left its S&P Global share count unchanged in Q2 2026.
- S&P Global made up 0.04% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #100 holding.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in S&P Global in Q2 2016 and has held it in 41 quarters since.
- Loring Wolcott & Coolidge Fiduciary Advisors's S&P Global position peaked at $4.57M in Q4 2025.
- 821 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.