MADR
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Milestones Administradora de Recursos’s S&P Global SPGI Stock Holding History

Milestones Administradora de Recursos’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 		$6.45M Buy
15,835
+9,480
+149% +$4M 1.25% 13
2026
Q1 		$2.7M Hold
6,355
– – 0.71% 13
2025
Q4 		$3.32M Hold
6,355
– – 1.1% 13
2025
Q3 		$3.09M Hold
6,355
– – 1.08% 12
2025
Q2 		$3.35M Hold
6,355
– – 1.15% 13
2025
Q1 		$3.23M Buy
6,355
+2,210
+53% +$1.13M 1.65% 14
2024
Q4 		$2.06M Buy
4,145
+1,815
+78% +$921K 1.05% 14
2024
Q3 		$1.2M Hold
2,330
– – 0.48% 22
2024
Q2 		$1.04M Buy
+2,330
New +$1,000K 0.44% 19

Other funds holding SPGI

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Milestones Administradora de Recursos's SPGI Position: Q2 2026 in Review

Milestones Administradora de Recursos increased its S&P Global (SPGI) stake by 149% in Q2 2026, buying an estimated $4M and bringing the position to 15,835 shares worth $6.45M. The position accounts for 1.25% of the portfolio, ranked #13.

Milestones Administradora de Recursos first reported a position in SPGI in Q2 2024 and has held it in 9 quarters since. 821 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Milestones Administradora de Recursos held 15,835 shares of S&P Global worth $6.45M as of Q2 2026.
  • Milestones Administradora de Recursos bought 9,480 S&P Global shares in Q2 2026, an estimated $4M.
  • S&P Global made up 1.25% of Milestones Administradora de Recursos's portfolio in Q2 2026, its #13 holding.
  • Milestones Administradora de Recursos first reported a position in S&P Global in Q2 2024 and has held it in 9 quarters since.
  • 821 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Milestones Administradora de Recursos's 13F filing for Q2 2026, filed 24 Jul 2026.