MF
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Milford Funds’s S&P Global SPGI Stock Holding History

Milford Funds’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 		$24.6M Buy
60,435
+7,598
+14% +$3.21M 0.4% 56
2026
Q1 		$22.5M Sell
52,837
-107,297
-67% -$49.8M 0.47% 48
2025
Q4 		$83.7M Buy
+160,134
New +$79.2M 1.64% 24

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Milford Funds's SPGI Position: Q2 2026 in Review

Milford Funds increased its S&P Global (SPGI) stake by 14% in Q2 2026, buying an estimated $3.21M and bringing the position to 60,435 shares worth $24.6M. The position accounts for 0.4% of the portfolio, ranked #56.

Milford Funds first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $83.7M in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Milford Funds held 60,435 shares of S&P Global worth $24.6M as of Q2 2026.
  • Milford Funds bought 7,598 S&P Global shares in Q2 2026, an estimated $3.21M.
  • S&P Global made up 0.4% of Milford Funds's portfolio in Q2 2026, its #56 holding.
  • Milford Funds first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Milford Funds's S&P Global position peaked at $83.7M in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Milford Funds's 13F filing for Q2 2026, filed 30 Jul 2026.