Capstone Investment Advisors
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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
Q1 		$2.81M Buy
6,600
+600
+10% +$279K ﹤0.01% 555
2025
Q4 		$3.14M Sell
6,000
-4,300
-42% -$2.13M 0.01% 483
2025
Q3 		$5.01M Buy
10,300
+3,300
+47% +$1.77M 0.01% 469
2025
Q2 		$3.69M Sell
7,000
-4,200
-38% -$2.1M 0.01% 459
2025
Q1 		$5.69M Sell
11,200
-3,900
-26% -$1.99M 0.02% 418
2024
Q4 		$7.52M Buy
15,100
+6,500
+76% +$3.3M 0.02% 422
2024
Q3 		$4.44M Buy
8,600
+500
+6% +$247K 0.01% 492
2024
Q2 		$3.61M Buy
8,100
+2,600
+47% +$1.12M 0.01% 542
2024
Q1 		$2.34M Sell
5,500
-3,500
-39% -$1.52M 0.01% 718
2023
Q4 		$3.96M Buy
9,000
+5,100
+131% +$2.01M 0.01% 607
2023
Q3 		$1.43M Buy
3,900
+1,200
+44% +$472K 0.01% 852
2023
Q2 		$1.08M Buy
2,700
+1,100
+69% +$402K 0.01% 846
2023
Q1 		$552K Sell
1,600
-7,100
-82% -$2.5M ﹤0.01% 973
2022
Q4 		$2.91M Buy
8,700
+100
+1% +$33K 0.02% 577
2022
Q3 		$2.63M Buy
8,600
+1,600
+23% +$572K 0.02% 638
2022
Q2 		$2.36M Sell
7,000
-12,000
-63% -$4.28M 0.01% 701
2022
Q1 		$7.79M Sell
19,000
-21,900
-54% -$8.92M 0.02% 547
2021
Q4 		$19.3M Sell
40,900
-3,100
-7% -$1.42M 0.03% 436
2021
Q3 		$18.7M Buy
44,000
+1,600
+4% +$693K 0.04% 433
2021
Q2 		$17.4M Buy
42,400
+9,700
+30% +$3.73M 0.04% 379
2021
Q1 		$11.5M Buy
32,700
+22,900
+234% +$7.62M 0.03% 434
2020
Q4 		$3.22M Sell
9,800
-7,200
-42% -$2.43M 0.01% 736
2020
Q3 		$6.13M Buy
17,000
+3,500
+26% +$1.23M 0.03% 460
2020
Q2 		$4.45M Buy
13,500
+4,800
+55% +$1.44M 0.03% 474
2020
Q1 		$2.13M Sell
8,700
-12,900
-60% -$3.54M 0.03% 495
2019
Q4 		$5.9M Hold
21,600
– – 0.03% 506
2019
Q3 		$5.29M Buy
21,600
+4,200
+24% +$1.05M 0.04% 418
2019
Q2 		$3.96M Buy
17,400
+11,900
+216% +$2.6M 0.03% 524
2019
Q1 		$1.16M Buy
5,500
+2,700
+96% +$523K 0.01% 769
2018
Q4 		$476K Buy
2,800
+1,600
+133% +$287K 0.01% 826
2018
Q3 		$234K Buy
+1,200
New +$248K ﹤0.01% 975

Other funds holding SPGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capstone Investment Advisors's SPGI Position: Q1 2026 in Review

Capstone Investment Advisors increased its S&P Global (SPGI) stake by 503% in Q1 2026, buying an estimated $4.8M and bringing the position to 12,401 shares worth $5.27M. The position accounts for 0.01% of the portfolio, ranked #407.

Capstone Investment Advisors first reported a position in SPGI in Q4 2016 and has held it in 25 quarters since. The position peaked at $10.6M in Q3 2022. 2,110 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Capstone Investment Advisors held 12,401 shares of S&P Global worth $5.27M as of Q1 2026.
  • Capstone Investment Advisors bought 10,344 S&P Global shares in Q1 2026, an estimated $4.8M.
  • S&P Global made up 0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #407 holding.
  • Capstone Investment Advisors first reported a position in S&P Global in Q4 2016 and has held it in 25 quarters since.
  • Capstone Investment Advisors's S&P Global position peaked at $10.6M in Q3 2022.
  • 2,110 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.