HCM
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Helios Capital Management’s S&P Global SPGI Stock Holding History

Helios Capital 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
-1,000
Closed -$523K – 37
2025
Q4 		$523K Buy
+1,000
New +$495K 0.36% 33
2022
Q1 		– Sell
-1,425
Closed -$673K – 58
2021
Q4 		$673K Buy
+1,425
New +$652K 0.61% 50

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

Helios Capital Management's SPGI Position: Q1 2026 in Review

Helios Capital Management sold out of S&P Global (SPGI) in Q1 2026, closing a stake of 1,000 shares — an estimated $523K sold.

Helios Capital Management first reported a position in SPGI in Q4 2021 and held it in 2 quarters. The position peaked at $673K in Q4 2021. 2,118 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Helios Capital Management reported no remaining S&P Global position as of Q1 2026 after selling out during the quarter.
  • Helios Capital Management sold 1,000 S&P Global shares in Q1 2026, an estimated $523K.
  • Helios Capital Management first reported a position in S&P Global in Q4 2021 and held it in 2 quarters.
  • Helios Capital Management's S&P Global position peaked at $673K in Q4 2021.
  • 2,118 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Helios Capital Management's 13F filing for Q1 2026, filed 5 May 2026.