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Morningstar Investment Management’s S&P Global SPGI Stock Holding History

Morningstar Investment Management’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 		$4.94M Hold
11,603
– – 0.3% 75
2026
Q1 		$4.94M Buy
11,603
+3,401
+41% +$1.58M 0.31% 75
2025
Q4 		$4.29M Sell
8,202
-10,590
-56% -$5.24M 0.25% 89
2025
Q3 		$9.15M Buy
+18,792
New +$10.1M 0.34% 70

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
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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Morningstar Investment Management's SPGI Position: Q2 2026 in Review

Morningstar Investment Management held its S&P Global (SPGI) position steady in Q2 2026 at 11,603 shares worth $4.94M. The position accounts for 0.3% of the portfolio, ranked #75.

Morningstar Investment Management first reported a position in SPGI in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.15M in Q3 2025. 728 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Morningstar Investment Management held 11,603 shares of S&P Global worth $4.94M as of Q2 2026.
  • Morningstar Investment Management left its S&P Global share count unchanged in Q2 2026.
  • S&P Global made up 0.3% of Morningstar Investment Management's portfolio in Q2 2026, its #75 holding.
  • Morningstar Investment Management first reported a position in S&P Global in Q3 2025 and has held it in 4 quarters since.
  • Morningstar Investment Management's S&P Global position peaked at $9.15M in Q3 2025.
  • 728 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.