QIM
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Quest Investment Management’s S&P Global SPGI Stock Holding History

Quest Investment 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 		$3.89M Sell
9,147
-6,082
-40% -$2.82M 0.45% 55
2025
Q4 		$7.96M Sell
15,229
-5,178
-25% -$2.56M 0.86% 38
2025
Q3 		$9.93M Buy
20,407
+589
+3% +$315K 1.04% 35
2025
Q2 		$10.4M Sell
19,818
-6,297
-24% -$3.14M 1.15% 31
2025
Q1 		$13.3M Buy
26,115
+11,163
+75% +$5.7M 1.64% 21
2024
Q4 		$7.45M Sell
14,952
-7,508
-33% -$3.81M 0.86% 35
2024
Q3 		$11.6M Buy
22,460
+3,766
+20% +$1.86M 1.36% 31
2024
Q2 		$8.34M Sell
18,694
-19,679
-51% -$8.44M 0.92% 34
2024
Q1 		$16.3M Buy
38,373
+3,695
+11% +$1.6M 1.82% 21
2023
Q4 		$15.3M Buy
34,678
+1,777
+5% +$701K 1.92% 23
2023
Q3 		$12M Buy
32,901
+2,194
+7% +$863K 1.7% 29
2023
Q2 		$12.3M Sell
30,707
-4,800
-14% -$1.75M 1.68% 28
2023
Q1 		$12.2M Buy
35,507
+579
+2% +$204K 1.68% 33
2022
Q4 		$11.7M Buy
34,928
+4,609
+15% +$1.52M 1.42% 37
2022
Q3 		$9.26M Buy
30,319
+2,317
+8% +$829K 1.14% 41
2022
Q2 		$9.44M Sell
28,002
-519
-2% -$185K 1.11% 46
2022
Q1 		$11.7M Buy
28,521
+162
+0.6% +$66K 1.11% 46
2021
Q4 		$13.4M Sell
28,359
-1,371
-5% -$627K 1.14% 44
2021
Q3 		$12.6M Sell
29,730
-1,745
-6% -$756K 1.16% 45
2021
Q2 		$12.9M Sell
31,475
-9,041
-22% -$3.47M 1.17% 44
2021
Q1 		$14.3M Sell
40,516
-5,286
-12% -$1.76M 1.31% 40
2020
Q4 		$15.1M Buy
45,802
+5,604
+14% +$1.89M 1.36% 41
2020
Q3 		$14.5M Sell
40,198
-9,693
-19% -$3.42M 1.39% 40
2020
Q2 		$16.4M Buy
+49,891
New +$15M 1.85% 30
2018
Q4 		– Sell
-72,946
Closed -$14.3M – 110
2018
Q3 		$14.3M Buy
72,946
+4,903
+7% +$1.01M 1.99% 25
2018
Q2 		$13.9M Buy
68,043
+4,875
+8% +$963K 2.07% 12
2018
Q1 		$12.1M Sell
63,168
-13,426
-18% -$2.48M 1.85% 13
2017
Q4 		$13M Buy
+76,594
New +$12.5M 1.92% 21

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

Quest Investment Management's SPGI Position: Q1 2026 in Review

Quest Investment Management reduced its S&P Global (SPGI) stake by 40% in Q1 2026, selling an estimated $2.82M and leaving 9,147 shares worth $3.89M. The position accounts for 0.45% of the portfolio, ranked #55.

Quest Investment Management first reported a position in SPGI in Q4 2017 and has held it in 28 quarters since. The position peaked at $16.4M in Q2 2020. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Quest Investment Management held 9,147 shares of S&P Global worth $3.89M as of Q1 2026.
  • Quest Investment Management sold 6,082 S&P Global shares in Q1 2026, an estimated $2.82M.
  • S&P Global made up 0.45% of Quest Investment Management's portfolio in Q1 2026, its #55 holding.
  • Quest Investment Management first reported a position in S&P Global in Q4 2017 and has held it in 28 quarters since.
  • Quest Investment Management's S&P Global position peaked at $16.4M in Q2 2020.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Quest Investment Management's 13F filing for Q1 2026, filed 15 May 2026.