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Sustainable Growth Advisers’s S&P Global SPGI Stock Holding History

Sustainable Growth Advisers’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 		$322M Sell
757,297
-272,995
-26% -$127M 3.03% 17
2025
Q4 		$538M Sell
1,030,292
-263,278
-20% -$130M 3.73% 10
2025
Q3 		$630M Sell
1,293,570
-216,223
-14% -$116M 3.69% 9
2025
Q2 		$796M Sell
1,509,793
-26,146
-2% -$13M 4.11% 7
2025
Q1 		$780M Sell
1,535,939
-95,272
-6% -$48.7M 4.35% 7
2024
Q4 		$812M Sell
1,631,211
-285,529
-15% -$145M 4.07% 7
2024
Q3 		$990M Sell
1,916,740
-205,163
-10% -$102M 4.2% 5
2024
Q2 		$946M Sell
2,121,903
-77,851
-4% -$33.4M 4.18% 5
2024
Q1 		$936M Buy
2,199,754
+46,131
+2% +$20M 3.92% 7
2023
Q4 		$949M Sell
2,153,623
-76,932
-3% -$30.4M 4.32% 4
2023
Q3 		$815M Sell
2,230,555
-79,499
-3% -$31.3M 4.14% 6
2023
Q2 		$926M Buy
2,310,054
+257,213
+13% +$94M 4.39% 5
2023
Q1 		$708M Buy
2,052,841
+353,862
+21% +$125M 4.1% 6
2022
Q4 		$569M Buy
1,698,979
+402,387
+31% +$133M 3.71% 10
2022
Q3 		$396M Buy
1,296,592
+12,827
+1% +$4.59M 2.96% 14
2022
Q2 		$433M Buy
1,283,765
+463,323
+56% +$165M 3.1% 13
2022
Q1 		$337M Buy
+820,442
New +$334M 1.86% 24

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

Sustainable Growth Advisers's SPGI Position: Q1 2026 in Review

Sustainable Growth Advisers reduced its S&P Global (SPGI) stake by 26% in Q1 2026, selling an estimated $127M and leaving 757,297 shares worth $322M. The position accounts for 3.03% of the portfolio, ranked #17.

Sustainable Growth Advisers first reported a position in SPGI in Q1 2022 and has held it in 17 quarters since. The position peaked at $990M in Q3 2024. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Sustainable Growth Advisers held 757,297 shares of S&P Global worth $322M as of Q1 2026.
  • Sustainable Growth Advisers sold 272,995 S&P Global shares in Q1 2026, an estimated $127M.
  • S&P Global made up 3.03% of Sustainable Growth Advisers's portfolio in Q1 2026, its #17 holding.
  • Sustainable Growth Advisers first reported a position in S&P Global in Q1 2022 and has held it in 17 quarters since.
  • Sustainable Growth Advisers's S&P Global position peaked at $990M in Q3 2024.
  • 2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Sustainable Growth Advisers's 13F filing for Q1 2026, filed 11 May 2026.