Partners Capital Investment Group’s S&P Global SPGI Stock Holding History

Partners Capital Investment Group’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	$2.43M	Sell	5,972 -1,019	-15%	-$430K	0.09%	83
2026 Q1	$2.97M	Sell	6,991 -818	-10%	-$380K	0.11%	78
2025 Q4	$4.08M	Buy	7,809 +651	+9%	+$322K	0.15%	68
2025 Q3	$3.48M	Buy	+7,158	New	+$3.83M	0.14%	79
2024 Q1	–	Sell	-1,407	Closed	-$620K	–	247
2023 Q4	$620K	Sell	1,407 -180	-11%	-$71K	0.01%	166
2023 Q3	$580K	Buy	1,587 +473	+42%	+$186K	0.01%	169
2023 Q2	$447K	Buy	+1,114	New	+$407K	0.01%	171
2021 Q3	–	Sell	-2,030	Closed	-$833K	–	152
2021 Q2	$833K	Sell	2,030 -5,267	-72%	-$2.02M	0.04%	122
2021 Q1	$2.58M	Buy	+7,297	New	+$2.43M	0.11%	98

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Partners Capital Investment Group's SPGI Position: Q2 2026 in Review

Partners Capital Investment Group reduced its S&P Global (SPGI) stake by 15% in Q2 2026, selling an estimated $430K and leaving 5,972 shares worth $2.43M. The position accounts for 0.09% of the portfolio, ranked #83.

Partners Capital Investment Group first reported a position in SPGI in Q1 2021 and has held it in 9 quarters since. The position peaked at $4.08M in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Partners Capital Investment Group held 5,972 shares of S&P Global worth $2.43M as of Q2 2026.
Partners Capital Investment Group sold 1,019 S&P Global shares in Q2 2026, an estimated $430K.
S&P Global made up 0.09% of Partners Capital Investment Group's portfolio in Q2 2026, its #83 holding.
Partners Capital Investment Group first reported a position in S&P Global in Q1 2021 and has held it in 9 quarters since.
Partners Capital Investment Group's S&P Global position peaked at $4.08M in Q4 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.