Apella Capital
SPGI icon

Apella Capital’s S&P Global SPGI Stock Holding History

Apella Capital’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
Q3 		$412K Buy
1,041
+88
+9% +$37.2K 0.01% 549
2026
Q2 		$423K Buy
953
+204
+27% +$86.1K 0.01% 502
2026
Q1 		$332K Buy
749
+337
+82% +$156K ﹤0.01% 530
2025
Q4 		$215K Buy
+412
New +$204K ﹤0.01% 503

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Apella Capital's SPGI Position: Q3 2026 in Review

Apella Capital increased its S&P Global (SPGI) stake by 9.2% in Q3 2026, buying an estimated $37.2K and bringing the position to 1,041 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #549.

Apella Capital first reported a position in SPGI in Q4 2025 and has held it in 4 quarters since. The position peaked at $423K in Q2 2026. 462 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Apella Capital held 1,041 shares of S&P Global worth $412K as of Q3 2026.
  • Apella Capital bought 88 S&P Global shares in Q3 2026, an estimated $37.2K.
  • S&P Global made up 0.01% of Apella Capital's portfolio in Q3 2026, its #549 holding.
  • Apella Capital first reported a position in S&P Global in Q4 2025 and has held it in 4 quarters since.
  • Apella Capital's S&P Global position peaked at $423K in Q2 2026.
  • 462 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.