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IEQ Capital’s S&P Global SPGI Stock Holding History

IEQ Capital’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
Q2 		$22.9M Sell
56,202
-36,732
-40% -$15.5M 0.11% 166
2026
Q1 		$39.5M Buy
92,934
+69,183
+291% +$32.1M 0.18% 100
2025
Q4 		$12.4M Sell
23,751
-2,068
-8% -$1.02M 0.04% 298
2025
Q3 		$12.6M Sell
25,819
-4,078
-14% -$2.18M 0.04% 274
2025
Q2 		$15.8M Buy
29,897
+8,734
+41% +$4.36M 0.1% 160
2025
Q1 		$10.8M Buy
21,163
+4,474
+27% +$2.29M 0.09% 180
2024
Q4 		$8.31M Sell
16,689
-323
-2% -$164K 0.08% 163
2024
Q3 		$8.79M Buy
17,012
+1,133
+7% +$561K 0.11% 132
2024
Q2 		$7.08M Buy
15,879
+1,717
+12% +$737K 0.1% 138
2024
Q1 		$6.03M Buy
14,162
+1,185
+9% +$514K 0.09% 150
2023
Q4 		$5.72M Buy
12,977
+1,339
+12% +$528K 0.1% 142
2023
Q3 		$4.25M Buy
11,638
+248
+2% +$97.5K 0.09% 152
2023
Q2 		$4.57M Buy
11,390
+3,573
+46% +$1.31M 0.09% 151
2023
Q1 		$2.69M Buy
7,817
+529
+7% +$186K 0.06% 203
2022
Q4 		$2.44M Sell
7,288
-3,355
-32% -$1.11M 0.07% 207
2022
Q3 		$3.25M Buy
10,643
+3,942
+59% +$1.41M 0.09% 161
2022
Q2 		$2.26M Sell
6,701
-144
-2% -$51.3K 0.07% 189
2022
Q1 		$2.81M Buy
6,845
+2,189
+47% +$892K 0.07% 171
2021
Q4 		$2.2M Buy
4,656
+356
+8% +$163K 0.05% 189
2021
Q3 		$1.83M Buy
4,300
+921
+27% +$399K 0.05% 199
2021
Q2 		$1.39M Buy
3,379
+796
+31% +$306K 0.04% 210
2021
Q1 		$912K Buy
+2,583
New +$860K 0.04% 211
2020
Q4 		– Sell
-2,455
Closed -$885K – 367
2020
Q3 		$885K Buy
2,455
+158
+7% +$55.7K 0.05% 183
2020
Q2 		$757K Buy
2,297
+175
+8% +$52.6K 0.05% 168
2020
Q1 		$520K Buy
2,122
+627
+42% +$172K 0.04% 198
2019
Q4 		$409K Buy
+1,495
New +$388K 0.04% 253

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

IEQ Capital's SPGI Position: Q2 2026 in Review

IEQ Capital reduced its S&P Global (SPGI) stake by 40% in Q2 2026, selling an estimated $15.5M and leaving 56,202 shares worth $22.9M. The position accounts for 0.11% of the portfolio, ranked #166.

IEQ Capital first reported a position in SPGI in Q4 2019 and has held it in 26 quarters since. The position peaked at $39.5M in Q1 2026. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • IEQ Capital held 56,202 shares of S&P Global worth $22.9M as of Q2 2026.
  • IEQ Capital sold 36,732 S&P Global shares in Q2 2026, an estimated $15.5M.
  • S&P Global made up 0.11% of IEQ Capital's portfolio in Q2 2026, its #166 holding.
  • IEQ Capital first reported a position in S&P Global in Q4 2019 and has held it in 26 quarters since.
  • IEQ Capital's S&P Global position peaked at $39.5M in Q1 2026.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.