Capstone Investment Advisors
SPGI icon

Capstone Investment Advisors’s S&P Global SPGI Stock Holding History

Capstone Investment 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 		$2.13M Sell
5,235
-7,166
-58% -$3.03M ﹤0.01% 710
2026
Q1 		$5.27M Buy
12,401
+10,344
+503% +$4.8M 0.01% 407
2025
Q4 		$1.07M Sell
2,057
-5,219
-72% -$2.58M ﹤0.01% 841
2025
Q3 		$3.54M Buy
7,276
+6,891
+1,790% +$3.69M 0.01% 576
2025
Q2 		$203K Sell
385
-1,389
-78% -$693K ﹤0.01% 1529
2025
Q1 		$901K Sell
1,774
-580
-25% -$296K ﹤0.01% 916
2024
Q4 		$1.17M Buy
2,354
+1,213
+106% +$615K ﹤0.01% 1014
2024
Q3 		$589K Sell
1,141
-3,375
-75% -$1.67M ﹤0.01% 1155
2024
Q2 		$2.01M Sell
4,516
-3,249
-42% -$1.39M 0.01% 724
2024
Q1 		$3.3M Buy
+7,765
New +$3.37M 0.01% 588
2023
Q4 		– Sell
-8,724
Closed -$3.44M – 2382
2023
Q3 		$3.19M Buy
8,724
+5,998
+220% +$2.36M 0.01% 564
2023
Q2 		$1.09M Sell
2,726
-9,833
-78% -$3.59M 0.01% 845
2023
Q1 		$4.33M Sell
12,559
-3,306
-21% -$1.16M 0.02% 391
2022
Q4 		$5.31M Sell
15,865
-18,798
-54% -$6.2M 0.04% 367
2022
Q3 		$10.6M Buy
34,663
+22,481
+185% +$8.04M 0.06% 217
2022
Q2 		$4.11M Buy
12,182
+11,746
+2,694% +$4.19M 0.02% 473
2022
Q1 		$179K Buy
+436
New +$178K ﹤0.01% 1783
2021
Q1 		– Sell
-7,422
Closed -$2.47M – 1920
2020
Q4 		$2.44M Buy
+7,422
New +$2.5M 0.01% 819
2020
Q1 		– Sell
-11,456
Closed -$3.14M – 1374
2019
Q4 		$3.13M Buy
11,456
+10,270
+866% +$2.67M 0.02% 711
2019
Q3 		$291K Sell
1,186
-1,021
-46% -$255K ﹤0.01% 1183
2019
Q2 		$503K Buy
2,207
+2,156
+4,227% +$471K ﹤0.01% 1108
2019
Q1 		$11K Sell
51
-384
-88% -$74.4K ﹤0.01% 1259
2018
Q4 		$74K Sell
435
-3,691
-89% -$661K ﹤0.01% 1160
2018
Q3 		$806K Buy
+4,126
New +$852K 0.01% 664
2017
Q2 		– Sell
-23,200
Closed -$3.03M – 911
2017
Q1 		$3.03M Sell
23,200
-41,688
-64% -$5.18M 0.08% 213
2016
Q4 		$6.98M Buy
+64,888
New +$7.75M 0.22% 91

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 $3.38T AUM 44.17% 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

Capstone Investment Advisors's SPGI Position: Q2 2026 in Review

Capstone Investment Advisors reduced its S&P Global (SPGI) stake by 58% in Q2 2026, selling an estimated $3.03M and leaving 5,235 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Capstone Investment Advisors first reported a position in SPGI in Q4 2016 and has held it in 26 quarters since. The position peaked at $10.6M in Q3 2022. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Capstone Investment Advisors held 5,235 shares of S&P Global worth $2.13M as of Q2 2026.
  • Capstone Investment Advisors sold 7,166 S&P Global shares in Q2 2026, an estimated $3.03M.
  • S&P Global made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #710 holding.
  • Capstone Investment Advisors first reported a position in S&P Global in Q4 2016 and has held it in 26 quarters since.
  • Capstone Investment Advisors's S&P Global position peaked at $10.6M in Q3 2022.
  • 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.