Hamilton Point Investment Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.55M | Sell |
3,800
-8
| -0.2% | -$3.38K | 0.22% | 68 |
|
|
2026
Q1 | $1.62M | Hold |
3,808
| – | – | 0.25% | 63 |
|
|
2025
Q4 | $1.99M | Hold |
3,808
| – | – | 0.3% | 62 |
|
|
2025
Q3 | $1.85M | Hold |
3,808
| – | – | 0.29% | 62 |
|
|
2025
Q2 | $2.01M | Hold |
3,808
| – | – | 0.33% | 64 |
|
|
2025
Q1 | $1.93M | Hold |
3,808
| – | – | 0.35% | 61 |
|
|
2024
Q4 | $1.9M | Buy |
3,808
+8
| +0.2% | +$4.06K | 0.33% | 61 |
|
|
2024
Q3 | $1.96M | Hold |
3,800
| – | – | 0.35% | 61 |
|
|
2024
Q2 | $1.69M | Hold |
3,800
| – | – | 0.32% | 62 |
|
|
2024
Q1 | $1.62M | Hold |
3,800
| – | – | 0.31% | 64 |
|
|
2023
Q4 | $1.67M | Hold |
3,800
| – | – | 0.33% | 64 |
|
|
2023
Q3 | $1.39M | Hold |
3,800
| – | – | 0.34% | 62 |
|
|
2023
Q2 | $1.52M | Hold |
3,800
| – | – | 0.36% | 61 |
|
|
2023
Q1 | $1.31M | Hold |
3,800
| – | – | 0.32% | 60 |
|
|
2022
Q4 | $1.27M | Sell |
3,800
-24
| -0.6% | -$7.91K | 0.35% | 57 |
|
|
2022
Q3 | $1.17M | Hold |
3,824
| – | – | 0.36% | 57 |
|
|
2022
Q2 | $1.29M | Sell |
3,824
-15
| -0.4% | -$5.35K | 0.38% | 57 |
|
|
2022
Q1 | $1.57M | Hold |
3,839
| – | – | 0.41% | 57 |
|
|
2021
Q4 | $1.81M | Buy |
3,839
+15
| +0.4% | +$6.86K | 0.43% | 58 |
|
|
2021
Q3 | $1.63M | Buy |
3,824
+24
| +0.6% | +$10.4K | 0.43% | 58 |
|
|
2021
Q2 | $1.56M | Hold |
3,800
| – | – | 0.42% | 59 |
|
|
2021
Q1 | $1.34M | Hold |
3,800
| – | – | 0.39% | 58 |
|
|
2020
Q4 | $1.25M | Hold |
3,800
| – | – | 0.39% | 56 |
|
|
2020
Q3 | $1.37M | Hold |
3,800
| – | – | 0.48% | 54 |
|
|
2020
Q2 | $1.25M | Hold |
3,800
| – | – | 0.48% | 54 |
|
|
2020
Q1 | $931K | Hold |
3,800
| – | – | 0.43% | 55 |
|
|
2019
Q4 | $1.04M | Hold |
3,800
| – | – | 0.39% | 58 |
|
|
2019
Q3 | $931K | Hold |
3,800
| – | – | 0.38% | 57 |
|
|
2019
Q2 | $866K | Hold |
3,800
| – | – | 0.37% | 58 |
|
|
2019
Q1 | $800K | Hold |
3,800
| – | – | 0.36% | 58 |
|
|
2018
Q4 | $646K | Hold |
3,800
| – | – | 0.33% | 59 |
|
|
2018
Q3 | $742K | Hold |
3,800
| – | – | 0.35% | 59 |
|
|
2018
Q2 | $775K | Hold |
3,800
| – | – | 0.38% | 58 |
|
|
2018
Q1 | $726K | Hold |
3,800
| – | – | 0.37% | 58 |
|
|
2017
Q4 | $644K | Hold |
3,800
| – | – | 0.34% | 60 |
|
|
2017
Q3 | $594K | Hold |
3,800
| – | – | 0.32% | 64 |
|
|
2017
Q2 | $555K | Hold |
3,800
| – | – | 0.31% | 63 |
|
|
2017
Q1 | $497K | Hold |
3,800
| – | – | 0.28% | 65 |
|
|
2016
Q4 | $409K | Hold |
3,800
| – | – | 0.25% | 64 |
|
|
2016
Q3 | $481K | Hold |
3,800
| – | – | 0.3% | 64 |
|
|
2016
Q2 | $408K | Buy |
+3,800
| New | +$408K | 0.27% | 65 |
|
Other funds holding SPGI
Hamilton Point Investment Advisors's SPGI Position: Q2 2026 in Review
Hamilton Point Investment Advisors reduced its S&P Global (SPGI) stake by 0.21% in Q2 2026, selling an estimated $3.38K and leaving 3,800 shares worth $1.55M. The position accounts for 0.22% of the portfolio, ranked #68.
Hamilton Point Investment Advisors first reported a position in SPGI in Q2 2016 and has held it in 41 quarters since. The position peaked at $2.01M in Q2 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- Hamilton Point Investment Advisors held 3,800 shares of S&P Global worth $1.55M as of Q2 2026.
- Hamilton Point Investment Advisors sold 8 S&P Global shares in Q2 2026, an estimated $3.38K.
- S&P Global made up 0.22% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #68 holding.
- Hamilton Point Investment Advisors first reported a position in S&P Global in Q2 2016 and has held it in 41 quarters since.
- Hamilton Point Investment Advisors's S&P Global position peaked at $2.01M in Q2 2025.
- 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.