Parnassus Investments
SPGI icon

Parnassus Investments’s S&P Global SPGI Stock Holding History

Parnassus Investments’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 		$598M Sell
1,468,231
-180,198
-11% -$76.1M 1.6% 25
2026
Q1 		$701M Sell
1,648,429
-100,965
-6% -$46.9M 2.05% 20
2025
Q4 		$914M Sell
1,749,394
-282,860
-14% -$140M 2.37% 12
2025
Q3 		$989M Sell
2,032,254
-4,423
-0.2% -$2.37M 2.29% 15
2025
Q2 		$1.07B Sell
2,036,677
-68,364
-3% -$34.1M 2.48% 11
2025
Q1 		$1.07B Sell
2,105,041
-122,736
-6% -$62.7M 2.57% 10
2024
Q4 		$1.11B Sell
2,227,777
-130,235
-6% -$66.1M 2.46% 10
2024
Q3 		$1.22B Sell
2,358,012
-22,655
-1% -$11.2M 2.58% 11
2024
Q2 		$1.06B Sell
2,380,667
-21,928
-0.9% -$9.41M 2.31% 11
2024
Q1 		$1.02B Sell
2,402,595
-64,834
-3% -$28.1M 2.18% 17
2023
Q4 		$1.09B Buy
2,467,429
+7,887
+0.3% +$3.11M 2.41% 12
2023
Q3 		$899M Sell
2,459,542
-41,081
-2% -$16.2M 2.2% 13
2023
Q2 		$1B Buy
2,500,623
+33,514
+1% +$12.2M 2.33% 13
2023
Q1 		$851M Sell
2,467,109
-13,200
-0.5% -$4.65M 2.11% 16
2022
Q4 		$831M Sell
2,480,309
-485,013
-16% -$160M 2.06% 17
2022
Q3 		$905M Sell
2,965,322
-460,351
-13% -$165M 2.36% 13
2022
Q2 		$1.15B Buy
3,425,673
+22,798
+0.7% +$8.13M 2.76% 7
2022
Q1 		$1.4B Buy
3,402,875
+499,368
+17% +$203M 2.83% 7
2021
Q4 		$1.37B Sell
2,903,507
-21,895
-0.7% -$10M 2.63% 8
2021
Q3 		$1.24B Buy
2,925,402
+100,883
+4% +$43.7M 2.62% 7
2021
Q2 		$1.16B Buy
2,824,519
+72,669
+3% +$27.9M 2.52% 9
2021
Q1 		$971M Buy
+2,751,850
New +$916M 2.36% 13

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

Parnassus Investments's SPGI Position: Q2 2026 in Review

Parnassus Investments reduced its S&P Global (SPGI) stake by 11% in Q2 2026, selling an estimated $76.1M and leaving 1,468,231 shares worth $598M. The position accounts for 1.6% of the portfolio, ranked #25.

Parnassus Investments first reported a position in SPGI in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.4B in Q1 2022. 2,016 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Parnassus Investments held 1,468,231 shares of S&P Global worth $598M as of Q2 2026.
  • Parnassus Investments sold 180,198 S&P Global shares in Q2 2026, an estimated $76.1M.
  • S&P Global made up 1.6% of Parnassus Investments's portfolio in Q2 2026, its #25 holding.
  • Parnassus Investments first reported a position in S&P Global in Q1 2021 and has held it in 22 quarters since.
  • Parnassus Investments's S&P Global position peaked at $1.4B in Q1 2022.
  • 2,016 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Parnassus Investments's 13F filing for Q2 2026, filed 29 Jul 2026.