MRG
SPGI icon

Milestone Resources Group’s S&P Global SPGI Stock Holding History

Milestone Resources 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 		$212M Buy
498,893
+560
+0.1% +$260K 12.98% 4
2025
Q4 		$260M Hold
498,333
– – 12.76% 4
2025
Q3 		$243M Buy
498,333
+59,637
+14% +$31.9M 12.18% 4
2025
Q2 		$231M Buy
438,696
+184,427
+73% +$92M 12.07% 4
2025
Q1 		$129M Hold
254,269
– – 6.84% 5
2024
Q4 		$127M Hold
254,269
– – 4.19% 9
2024
Q3 		$131M Hold
254,269
– – 4.57% 10
2024
Q2 		$113M Hold
254,269
– – 3.88% 10
2024
Q1 		$108M Sell
254,269
-24
-0% -$10.4K 3.81% 11
2023
Q4 		$112M Buy
254,293
+584
+0.2% +$230K 4.61% 13
2023
Q3 		$92.7M Hold
253,709
– – 4.55% 13
2023
Q2 		$102M Buy
253,709
+8,785
+4% +$3.21M 4.96% 12
2023
Q1 		$84.4M Sell
244,924
-211
-0.1% -$74.3K 4.72% 10
2022
Q4 		$82.1M Hold
245,135
– – 5% 11
2022
Q3 		$74.9M Hold
245,135
– – 4.72% 11
2022
Q2 		$82.6M Hold
245,135
– – 4.9% 10
2022
Q1 		$101M Sell
245,135
-142
-0.1% -$57.8K 4.82% 10
2021
Q4 		$116M Hold
245,277
– – 4.74% 11
2021
Q3 		$104M Buy
245,277
+251
+0.1% +$109K 4.72% 12
2021
Q2 		$101M Buy
245,026
+54,566
+29% +$21M 5.64% 10
2021
Q1 		$67.2M Buy
190,460
+40,028
+27% +$13.3M 5.23% 10
2020
Q4 		$49.5M Buy
150,432
+107,825
+253% +$36.4M 4.45% 12
2020
Q3 		$15.4M Buy
+42,607
New +$15M 4.46% 10
2019
Q1 		– Sell
-473,428
Closed -$80.5M – 10
2018
Q4 		$80.5M Hold
473,428
– – 7.5% 7
2018
Q3 		$92.5M Buy
473,428
+9,626
+2% +$1.99M 7.68% 7
2018
Q2 		$94.6M Hold
463,802
– – 10.05% 4
2018
Q1 		$88.6M Buy
463,802
+72,578
+19% +$13.4M 10.66% 5
2017
Q4 		$66.3M Buy
+391,224
New +$63.9M 8.3% 5

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

Milestone Resources Group's SPGI Position: Q1 2026 in Review

Milestone Resources Group increased its S&P Global (SPGI) stake by 0.11% in Q1 2026, buying an estimated $260K and bringing the position to 498,893 shares worth $212M. The position accounts for 12.98% of the portfolio, ranked #4.

Milestone Resources Group first reported a position in SPGI in Q4 2017 and has held it in 28 quarters since. The position peaked at $260M in Q4 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Milestone Resources Group held 498,893 shares of S&P Global worth $212M as of Q1 2026.
  • Milestone Resources Group bought 560 S&P Global shares in Q1 2026, an estimated $260K.
  • S&P Global made up 12.98% of Milestone Resources Group's portfolio in Q1 2026, its #4 holding.
  • Milestone Resources Group first reported a position in S&P Global in Q4 2017 and has held it in 28 quarters since.
  • Milestone Resources Group's S&P Global position peaked at $260M in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Milestone Resources Group's 13F filing for Q1 2026, filed 7 May 2026.