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Vestor Capital’s S&P Global SPGI Stock Holding History

Vestor Capital’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 		– Sell
-271
Closed -$115K – 305
2026
Q1 		$115K Buy
271
+192
+243% +$89.1K 0.01% 182
2025
Q4 		$19.7M Sell
79
-12,077
-99% -$5.98M 1.36% 21
2025
Q3 		$5.92M Buy
12,156
+11,654
+2,322% +$6.24M 0.38% 51
2025
Q2 		$94K Sell
502
-27,936
-98% -$13.9M 0.01% 198
2025
Q1 		$14.4M Sell
28,438
-135
-0.5% -$69K 1.19% 25
2024
Q4 		$14.2M Buy
28,573
+15,834
+124% +$8.03M 1.09% 21
2024
Q3 		$6.58M Sell
12,739
-132
-1% -$65.3K 0.52% 46
2024
Q2 		$5.74M Sell
12,871
-21,712
-63% -$9.31M 0.46% 44
2024
Q1 		$14.7M Sell
34,583
-26,932
-44% -$11.7M 1.24% 23
2023
Q4 		$27.1M Buy
61,515
+1,255
+2% +$495K 2.59% 9
2023
Q3 		$22M Buy
60,260
+1,680
+3% +$661K 2.39% 10
2023
Q2 		$23.5M Buy
58,580
+14,639
+33% +$5.35M 2.48% 10
2023
Q1 		$15.2M Buy
43,941
+31,731
+260% +$11.2M 1.78% 14
2022
Q4 		$4.09M Buy
12,210
+6,216
+104% +$2.05M 0.49% 58
2022
Q3 		$1.83M Buy
+5,994
New +$2.14M 0.24% 74

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

Vestor Capital's SPGI Position: Q2 2026 in Review

Vestor Capital sold out of S&P Global (SPGI) in Q2 2026, closing a stake of 271 shares — an estimated $115K sold.

Vestor Capital first reported a position in SPGI in Q3 2022 and held it in 15 quarters. The position peaked at $27.1M in Q4 2023. 2,018 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Vestor Capital reported no remaining S&P Global position as of Q2 2026 after selling out during the quarter.
  • Vestor Capital sold 271 S&P Global shares in Q2 2026, an estimated $115K.
  • Vestor Capital first reported a position in S&P Global in Q3 2022 and held it in 15 quarters.
  • Vestor Capital's S&P Global position peaked at $27.1M in Q4 2023.
  • 2,018 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Vestor Capital's 13F filing for Q2 2026, filed 28 Jul 2026.