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Capital Performance Advisors’s S&P Global SPGI Stock Holding History

Capital Performance Advisors’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 		– Sell
-1,478
Closed -$629K – 465
2026
Q1 		$629K Buy
1,478
+945
+177% +$439K 0.04% 188
2025
Q4 		$278K Buy
533
+18
+3% +$8.91K 0.02% 325
2025
Q3 		$251K Sell
515
-49
-9% -$26.2K 0.04% 259
2025
Q2 		$298K Buy
+564
New +$281K 0.06% 160
2024
Q4 		– Sell
-59
Closed -$30.7K – 2321
2024
Q3 		$30.7K Buy
+59
New +$29.2K 0.01% 479

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 Performance Advisors's SPGI Position: Q2 2026 in Review

Capital Performance Advisors sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 1,478 shares — an estimated $629K sold.

Capital Performance Advisors first reported a position in SPGI in Q3 2024 and held it in 5 quarters. The position peaked at $629K in Q1 2026. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Capital Performance Advisors reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 1,478 S&P Global shares in Q2 2026, an estimated $629K.
  • Capital Performance Advisors first reported a position in S&P Global in Q3 2024 and held it in 5 quarters.
  • Capital Performance Advisors's S&P Global position peaked at $629K in Q1 2026.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.