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

Capital Group Investment Management’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 Q1	$2.75M	Buy	6,470 +359	+6%	+$167K	0.47%	54
2025 Q4	$3.19M	Buy	6,111 +1,128	+23%	+$558K	0.52%	56
2025 Q3	$2.43M	Hold	4,983	–	–	0.41%	65
2025 Q2	$2.63M	Sell	4,983 -230	-4%	-$115K	0.47%	65
2025 Q1	$2.65M	Sell	5,213 -2,943	-36%	-$1.5M	0.54%	60
2024 Q4	$4.06M	Sell	8,156 -247	-3%	-$125K	0.77%	34
2024 Q3	$4.34M	Buy	8,403 +2,439	+41%	+$1.21M	0.87%	33
2024 Q2	$2.66M	Hold	5,964	–	–	0.57%	55
2024 Q1	$2.54M	Buy	5,964 +1,327	+29%	+$575K	0.45%	63
2023 Q4	$2.04M	Buy	4,637 +372	+9%	+$147K	0.21%	118
2023 Q3	$1.56M	Hold	4,265	–	–	0.1%	130
2023 Q2	$1.71M	Hold	4,265	–	–	0.09%	130
2023 Q1	$1.47M	Sell	4,265 -370	-8%	-$130K	0.08%	139
2022 Q4	$1.55M	Buy	+4,635	New	+$1.53M	0.06%	135

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Group Investment Management's SPGI Position: Q1 2026 in Review

Capital Group Investment Management increased its S&P Global (SPGI) stake by 5.9% in Q1 2026, buying an estimated $167K and bringing the position to 6,470 shares worth $2.75M. The position accounts for 0.47% of the portfolio, ranked #54.

Capital Group Investment Management first reported a position in SPGI in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.34M in Q3 2024. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Capital Group Investment Management held 6,470 shares of S&P Global worth $2.75M as of Q1 2026.
Capital Group Investment Management bought 359 S&P Global shares in Q1 2026, an estimated $167K.
S&P Global made up 0.47% of Capital Group Investment Management's portfolio in Q1 2026, its #54 holding.
Capital Group Investment Management first reported a position in S&P Global in Q4 2022 and has held it in 14 quarters since.
Capital Group Investment Management's S&P Global position peaked at $4.34M in Q3 2024.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Capital Group Investment Management's 13F filing for Q1 2026, filed 13 May 2026.