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Capital Analysts LLC’s S&P Global SPGI Stock Holding History

Capital Analysts LLC’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 		$13.5M Buy
33,120
+781
+2% +$330K 0.31% 72
2026
Q1 		$13.8M Buy
32,339
+541
+2% +$251K 0.36% 66
2025
Q4 		$16.6M Buy
31,798
+1,151
+4% +$570K 0.46% 45
2025
Q3 		$14.9M Buy
30,647
+1,637
+6% +$877K 0.44% 52
2025
Q2 		$15.3M Buy
29,010
+1,507
+5% +$752K 0.51% 40
2025
Q1 		$14M Buy
27,503
+1,112
+4% +$568K 0.52% 40
2024
Q4 		$13.1M Buy
26,391
+23,632
+857% +$12M 0.53% 39
2024
Q3 		$1.43M Buy
2,759
+333
+14% +$165K 0.06% 211
2024
Q2 		$1.08M Sell
2,426
-14
-0.6% -$6.01K 0.05% 234
2024
Q1 		$1.04M Buy
2,440
+34
+1% +$14.7K 0.05% 237
2023
Q4 		$1.06M Sell
2,406
-50
-2% -$19.7K 0.05% 223
2023
Q3 		$897K Buy
2,456
+42
+2% +$16.5K 0.05% 228
2023
Q2 		$968K Buy
2,414
+35
+1% +$12.8K 0.05% 225
2023
Q1 		$820K Buy
2,379
+45
+2% +$15.8K 0.05% 237
2022
Q4 		$782K Sell
2,334
-155
-6% -$51.1K 0.05% 245
2022
Q3 		$760K Buy
2,489
+26
+1% +$9.3K 0.05% 234
2022
Q2 		$830K Buy
2,463
+20
+0.8% +$7.13K 0.06% 224
2022
Q1 		$1M Buy
2,443
+451
+23% +$184K 0.06% 219
2021
Q4 		$940K Buy
1,992
+139
+8% +$63.6K 0.06% 221
2021
Q3 		$787K Buy
1,853
+9
+0.5% +$3.9K 0.05% 222
2021
Q2 		$757K Buy
1,844
+10
+0.5% +$3.84K 0.05% 223
2021
Q1 		$647K Buy
1,834
+465
+34% +$155K 0.04% 232
2020
Q4 		$450K Buy
1,369
+1,160
+555% +$391K 0.04% 203
2020
Q3 		$75K Hold
209
– – 0.01% 351
2020
Q2 		$69K Buy
209
+1
+0.5% +$301 0.01% 333
2020
Q1 		$51K Hold
208
– – 0.01% 334
2019
Q4 		$57K Hold
208
– – 0.01% 381
2019
Q3 		$51K Sell
208
-10
-5% -$2.5K 0.01% 379
2019
Q2 		$50K Buy
218
+93
+74% +$20.3K 0.01% 370
2019
Q1 		$26K Buy
+125
New +$24.2K ﹤0.01% 411

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

Capital Analysts LLC's SPGI Position: Q2 2026 in Review

Capital Analysts LLC increased its S&P Global (SPGI) stake by 2.4% in Q2 2026, buying an estimated $330K and bringing the position to 33,120 shares worth $13.5M. The position accounts for 0.31% of the portfolio, ranked #72.

Capital Analysts LLC first reported a position in SPGI in Q1 2019 and has held it in 30 quarters since. The position peaked at $16.6M in Q4 2025. 2,009 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Capital Analysts LLC held 33,120 shares of S&P Global worth $13.5M as of Q2 2026.
  • Capital Analysts LLC bought 781 S&P Global shares in Q2 2026, an estimated $330K.
  • S&P Global made up 0.31% of Capital Analysts LLC's portfolio in Q2 2026, its #72 holding.
  • Capital Analysts LLC first reported a position in S&P Global in Q1 2019 and has held it in 30 quarters since.
  • Capital Analysts LLC's S&P Global position peaked at $16.6M in Q4 2025.
  • 2,009 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.