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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
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 $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

IEQ Capital's SPGI Position: Q1 2026 in Review

IEQ Capital increased its S&P Global (SPGI) stake by 291% in Q1 2026, buying an estimated $32.1M and bringing the position to 92,934 shares worth $39.5M. The position accounts for 0.18% of the portfolio, ranked #100.

IEQ Capital first reported a position in SPGI in Q4 2019 and has held it in 25 quarters since. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • IEQ Capital held 92,934 shares of S&P Global worth $39.5M as of Q1 2026.
  • IEQ Capital bought 69,183 S&P Global shares in Q1 2026, an estimated $32.1M.
  • S&P Global made up 0.18% of IEQ Capital's portfolio in Q1 2026, its #100 holding.
  • IEQ Capital first reported a position in S&P Global in Q4 2019 and has held it in 25 quarters since.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.