Welch & Forbes’s S&P Global SPGI Stock Holding History

Welch & Forbes’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	$1.8M	Buy	4,413 +34	+0.8%	+$14.4K	0.02%	190
2026 Q1	$1.86M	Sell	4,379 -50	-1%	-$23.2K	0.02%	186
2025 Q4	$2.31M	Sell	4,429 -5	-0.1%	-$2.47K	0.03%	174
2025 Q3	$2.16M	Buy	4,434 +3,317	+297%	+$1.78M	0.03%	182
2025 Q2	$589K	Sell	1,117 -12	-1%	-$5.99K	0.01%	264
2025 Q1	$574K	Sell	1,129 -20	-2%	-$10.2K	0.01%	264
2024 Q4	$572K	Buy	1,149 +32	+3%	+$16.2K	0.01%	267
2024 Q3	$577K	Buy	1,117 +5	+0.4%	+$2.47K	0.01%	273
2024 Q2	$512K	Buy	1,112 +144	+15%	+$61.8K	0.01%	280
2024 Q1	$412K	Sell	968 -102	-10%	-$44.2K	0.01%	306
2023 Q4	$471K	Sell	1,070 -272	-20%	-$107K	0.01%	290
2023 Q3	$490K	Sell	1,342 -19	-1%	-$7.47K	0.01%	280
2023 Q2	$546K	Buy	1,361 +12	+0.9%	+$4.38K	0.01%	282
2023 Q1	$465K	Sell	1,349 -98	-7%	-$34.5K	0.01%	286
2022 Q4	$485K	Sell	1,447 -190	-12%	-$62.6K	0.01%	284
2022 Q3	$500K	Sell	1,637 -100	-6%	-$35.8K	0.01%	278
2022 Q2	$585K	Sell	1,737 -2,025	-54%	-$722K	0.01%	268
2022 Q1	$1.54M	Buy	3,762 +565	+18%	+$230K	0.02%	196
2021 Q4	$1.51M	Sell	3,197 -176	-5%	-$80.5K	0.02%	204
2021 Q3	$1.43M	Hold	3,373	–	–	0.02%	201
2021 Q2	$1.38M	Buy	3,373 +100	+3%	+$38.4K	0.02%	201
2021 Q1	$1.16M	Sell	3,273 -750	-19%	-$250K	0.02%	211
2020 Q4	$1.32M	Buy	4,023 +47	+1%	+$15.9K	0.03%	194
2020 Q3	$1.43M	Buy	3,976 +76	+2%	+$26.8K	0.03%	174
2020 Q2	$1.28M	Sell	3,900 -100	-3%	-$30.1K	0.03%	178
2020 Q1	$980K	Sell	4,000 -48	-1%	-$13.2K	0.03%	186
2019 Q4	$1.1M	Hold	4,048	–	–	0.02%	199
2019 Q3	$992K	Hold	4,048	–	–	0.02%	206
2019 Q2	$922K	Hold	4,048	–	–	0.02%	212
2019 Q1	$852K	Sell	4,048 -275	-6%	-$53.3K	0.02%	211
2018 Q4	$735K	Sell	4,323 -100	-2%	-$17.9K	0.02%	214
2018 Q3	$864K	Sell	4,423 -300	-6%	-$61.9K	0.02%	212
2018 Q2	$963K	Buy	4,723 +123	+3%	+$24.3K	0.02%	204
2018 Q1	$879K	Sell	4,600 -200	-4%	-$36.9K	0.02%	211
2017 Q4	$813K	Hold	4,800	–	–	0.02%	201
2017 Q3	$750K	Sell	4,800 -400	-8%	-$60.8K	0.02%	210
2017 Q2	$759K	Sell	5,200 -9	-0.2%	-$1.25K	0.02%	210
2017 Q1	$681K	Sell	5,209 -291	-5%	-$36.2K	0.02%	215
2016 Q4	$591K	Hold	5,500	–	–	0.02%	224
2016 Q3	$696K	Sell	5,500 -300	-5%	-$36K	0.02%	186
2016 Q2	$622K	Buy	+5,800	New	+$622K	0.02%	222

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

Welch & Forbes's SPGI Position: Q2 2026 in Review

Welch & Forbes increased its S&P Global (SPGI) stake by 0.78% in Q2 2026, buying an estimated $14.4K and bringing the position to 4,413 shares worth $1.8M. The position accounts for 0.02% of the portfolio, ranked #190.

Welch & Forbes first reported a position in SPGI in Q2 2016 and has held it in 41 quarters since. The position peaked at $2.31M in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Welch & Forbes held 4,413 shares of S&P Global worth $1.8M as of Q2 2026.
Welch & Forbes bought 34 S&P Global shares in Q2 2026, an estimated $14.4K.
S&P Global made up 0.02% of Welch & Forbes's portfolio in Q2 2026, its #190 holding.
Welch & Forbes first reported a position in S&P Global in Q2 2016 and has held it in 41 quarters since.
Welch & Forbes's S&P Global position peaked at $2.31M in Q4 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.