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Morton Brown Family Wealth’s S&P Global SPGI Stock Holding History

Morton Brown Family Wealth’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 		$1.22K Buy
+3
New +$1.27K ﹤0.01% 291
2022
Q1 		– Sell
-5
Closed -$2K – 202
2021
Q4 		$2K Buy
+5
New +$2.29K ﹤0.01% 174

Other funds holding SPGI

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Morton Brown Family Wealth's SPGI Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in S&P Global (SPGI) in Q2 2026: 3 shares worth $1.22K. The stake represents ﹤0.01% of the portfolio and ranks #291 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in SPGI as recently as Q4 2021.

Morton Brown Family Wealth first reported a position in SPGI in Q4 2021 and has held it in 2 quarters since. The position peaked at $2K in Q4 2021. 549 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Morton Brown Family Wealth held 3 shares of S&P Global worth $1.22K as of Q2 2026.
  • S&P Global was a new Morton Brown Family Wealth position in Q2 2026.
  • S&P Global made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #291 holding.
  • Morton Brown Family Wealth first reported a position in S&P Global in Q4 2021 and has held it in 2 quarters since.
  • Morton Brown Family Wealth's S&P Global position peaked at $2K in Q4 2021.
  • 549 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.