Hartford Funds Management’s S&P Global SPGI Stock Holding History

Hartford Funds 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 Q1	$938K	Buy	2,203 +812	+58%	+$377K	0.08%	76
2025 Q4	$728K	Buy	1,391 +672	+93%	+$332K	0.06%	81
2025 Q3	$351K	Sell	719 -118	-14%	-$63.2K	0.03%	90
2025 Q2	$442K	Buy	837 +30	+4%	+$15K	0.04%	89
2025 Q1	$410K	Sell	807 -28	-3%	-$14.3K	0.04%	90
2024 Q4	$416K	Buy	835 +69	+9%	+$35K	0.04%	93
2024 Q3	$396K	Buy	+766	New	+$379K	0.04%	89
2023 Q4	–	Sell	-940	Closed	-$344K	–	92
2023 Q3	$344K	Buy	940 +116	+14%	+$45.6K	0.04%	59
2023 Q2	$331K	Buy	824 +97	+13%	+$35.4K	0.03%	64
2023 Q1	$251K	Buy	+727	New	+$256K	0.03%	76

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Hartford Funds Management's SPGI Position: Q1 2026 in Review

Hartford Funds Management increased its S&P Global (SPGI) stake by 58% in Q1 2026, buying an estimated $377K and bringing the position to 2,203 shares worth $938K. The position accounts for 0.08% of the portfolio, ranked #76.

Hartford Funds Management first reported a position in SPGI in Q1 2023 and has held it in 10 quarters since. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Hartford Funds Management held 2,203 shares of S&P Global worth $938K as of Q1 2026.
Hartford Funds Management bought 812 S&P Global shares in Q1 2026, an estimated $377K.
S&P Global made up 0.08% of Hartford Funds Management's portfolio in Q1 2026, its #76 holding.
Hartford Funds Management first reported a position in S&P Global in Q1 2023 and has held it in 10 quarters since.
2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Hartford Funds Management's 13F filing for Q1 2026, filed 4 May 2026.