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Delta Investment Management’s S&P Global SPGI Stock Holding History

Delta Investment Management’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
-424
Closed -$221K – 306
2025
Q4 		$221K Sell
424
-67
-14% -$33.2K 0.04% 260
2025
Q3 		$239K Hold
491
– – 0.04% 247
2025
Q2 		$259K Sell
491
-27
-5% -$13.5K 0.05% 203
2025
Q1 		$263K Buy
518
+29
+6% +$14.8K 0.05% 202
2024
Q4 		$243K Sell
489
-3
-0.6% -$1.52K 0.05% 222
2024
Q3 		$254K Sell
492
-5,124
-91% -$2.54M 0.05% 207
2024
Q2 		$2.5M Buy
5,616
+2
+0% +$858 0.55% 35
2024
Q1 		$2.39M Sell
5,614
-136
-2% -$58.9K 0.54% 36
2023
Q4 		$2.53M Sell
5,750
-646
-10% -$255K 0.63% 30
2023
Q3 		$2.34M Buy
6,396
+36
+0.6% +$14.2K 0.65% 28
2023
Q2 		$2.55M Sell
6,360
-81
-1% -$29.6K 0.7% 28
2023
Q1 		$2.22M Sell
6,441
-166
-3% -$58.4K 0.64% 30
2022
Q4 		$2.21M Sell
6,607
-2,136
-24% -$704K 0.72% 33
2022
Q3 		$2.67M Sell
8,743
-18
-0.2% -$6.44K 1.15% 25
2022
Q2 		$2.95M Buy
8,761
+728
+9% +$260K 1.35% 23
2022
Q1 		$3.29M Buy
+8,033
New +$3.27M 0.98% 23

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

Delta Investment Management's SPGI Position: Q1 2026 in Review

Delta Investment Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 424 shares — an estimated $221K sold.

Delta Investment Management first reported a position in SPGI in Q1 2022 and held it in 16 quarters. The position peaked at $3.29M in Q1 2022. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Delta Investment Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Delta Investment Management sold 424 S&P Global shares in Q1 2026, an estimated $221K.
  • Delta Investment Management first reported a position in S&P Global in Q1 2022 and held it in 16 quarters.
  • Delta Investment Management's S&P Global position peaked at $3.29M in Q1 2022.
  • 2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.