H&H Retirement Design & Management’s S&P Global SPGI Stock Holding History

H&H Retirement Design & 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 Q2	$554K	Buy	+1,319	New	+$557K	0.25%	55

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

H&H Retirement Design & Management's SPGI Position: Q2 2026 in Review

H&H Retirement Design & Management opened a new position in S&P Global (SPGI) in Q2 2026: 1,319 shares worth $554K. The stake represents 0.25% of the portfolio and ranks #55 among its holdings.

2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

H&H Retirement Design & Management held 1,319 shares of S&P Global worth $554K as of Q2 2026.
S&P Global was a new H&H Retirement Design & Management position in Q2 2026.
S&P Global made up 0.25% of H&H Retirement Design & Management's portfolio in Q2 2026, its #55 holding.
2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.