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 		$14M Buy
32,900
+18,700
+132% +$8.68M 0.02% 237
2025
Q4 		$7.42M Sell
14,200
-19,100
-57% -$9.45M 0.01% 307
2025
Q3 		$16.2M Buy
33,300
+9,900
+42% +$5.3M 0.03% 237
2025
Q2 		$12.3M Sell
23,400
-10,400
-31% -$5.19M 0.03% 211
2025
Q1 		$17.2M Sell
33,800
-18,500
-35% -$9.45M 0.05% 202
2024
Q4 		$26M Buy
52,300
+18,600
+55% +$9.44M 0.06% 177
2024
Q3 		$17.4M Buy
33,700
+4,700
+16% +$2.33M 0.05% 198
2024
Q2 		$12.9M Buy
29,000
+4,600
+19% +$1.97M 0.04% 255
2024
Q1 		$10.4M Sell
24,400
-40,100
-62% -$17.4M 0.04% 270
2023
Q4 		$28.4M Buy
64,500
+21,400
+50% +$8.45M 0.09% 165
2023
Q3 		$15.7M Sell
43,100
-400
-0.9% -$157K 0.07% 188
2023
Q2 		$17.4M Buy
43,500
+3,200
+8% +$1.17M 0.09% 158
2023
Q1 		$13.9M Buy
40,300
+12,500
+45% +$4.4M 0.07% 195
2022
Q4 		$9.31M Sell
27,800
-21,900
-44% -$7.22M 0.07% 252
2022
Q3 		$15.2M Buy
49,700
+1,300
+3% +$465K 0.09% 150
2022
Q2 		$16.3M Sell
48,400
-33,900
-41% -$12.1M 0.08% 164
2022
Q1 		$33.8M Sell
82,300
-164,200
-67% -$66.9M 0.09% 168
2021
Q4 		$116M Buy
246,500
+41,900
+20% +$19.2M 0.19% 98
2021
Q3 		$86.9M Buy
204,600
+7,900
+4% +$3.42M 0.17% 110
2021
Q2 		$80.7M Buy
196,700
+56,700
+41% +$21.8M 0.18% 110
2021
Q1 		$49.4M Buy
140,000
+92,800
+197% +$30.9M 0.15% 141
2020
Q4 		$15.5M Buy
47,200
+21,500
+84% +$7.25M 0.05% 298
2020
Q3 		$9.27M Sell
25,700
-4,800
-16% -$1.69M 0.05% 347
2020
Q2 		$10M Buy
30,500
+10,600
+53% +$3.19M 0.07% 253
2020
Q1 		$4.88M Sell
19,900
-76,100
-79% -$20.9M 0.08% 278
2019
Q4 		$26.2M Buy
96,000
+45,500
+90% +$11.8M 0.14% 153
2019
Q3 		$12.4M Sell
50,500
-600
-1% -$150K 0.09% 240
2019
Q2 		$11.6M Buy
51,100
+24,800
+94% +$5.42M 0.08% 255
2019
Q1 		$5.54M Buy
26,300
+7,600
+41% +$1.47M 0.05% 328
2018
Q4 		$3.18M Buy
18,700
+4,100
+28% +$734K 0.04% 351
2018
Q3 		$2.85M Buy
+14,600
New +$3.01M 0.03% 360

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.