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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
Q2 		$270M Sell
663,329
-93,968
-12% -$39.7M 2.65% 17
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sustainable Growth Advisers's SPGI Position: Q2 2026 in Review

Sustainable Growth Advisers reduced its S&P Global (SPGI) stake by 12% in Q2 2026, selling an estimated $39.7M and leaving 663,329 shares worth $270M. The position accounts for 2.65% of the portfolio, ranked #17.

Sustainable Growth Advisers first reported a position in SPGI in Q1 2022 and has held it in 18 quarters since. The position peaked at $990M in Q3 2024. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Sustainable Growth Advisers held 663,329 shares of S&P Global worth $270M as of Q2 2026.
  • Sustainable Growth Advisers sold 93,968 S&P Global shares in Q2 2026, an estimated $39.7M.
  • S&P Global made up 2.65% of Sustainable Growth Advisers's portfolio in Q2 2026, its #17 holding.
  • Sustainable Growth Advisers first reported a position in S&P Global in Q1 2022 and has held it in 18 quarters since.
  • Sustainable Growth Advisers's S&P Global position peaked at $990M in Q3 2024.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Sustainable Growth Advisers's 13F filing for Q2 2026, filed 10 Aug 2026.