DLCIG
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D.L. Carlson Investment Group’s S&P Global SPGI Stock Holding History

D.L. Carlson Investment Group’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 		– Sell
-7,213
Closed -$3.77M – 146
2025
Q4 		$3.77M Sell
7,213
-613
-8% -$303K 0.64% 39
2025
Q3 		$3.81M Buy
+7,826
New +$4.19M 0.64% 37

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

D.L. Carlson Investment Group's SPGI Position: Q1 2026 in Review

D.L. Carlson Investment Group sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 7,213 shares — an estimated $3.77M sold.

D.L. Carlson Investment Group first reported a position in SPGI in Q3 2025 and held it in 2 quarters. The position peaked at $3.81M in Q3 2025. 2,119 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • D.L. Carlson Investment Group reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 7,213 S&P Global shares in Q1 2026, an estimated $3.77M.
  • D.L. Carlson Investment Group first reported a position in S&P Global in Q3 2025 and held it in 2 quarters.
  • D.L. Carlson Investment Group's S&P Global position peaked at $3.81M in Q3 2025.
  • 2,119 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2026, filed 13 May 2026.