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Hazlett, Burt & Watson’s S&P Global SPGI Stock Holding History

Hazlett, Burt & Watson’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 		$28K Sell
69
-18
-21% -$7.6K 0.01% 551
2026
Q1 		$37K Buy
87
+24
+38% +$11.1K 0.01% 496
2025
Q4 		$32K Buy
63
+19
+43% +$9.4K 0.01% 521
2025
Q3 		$21K Buy
44
+10
+29% +$5.36K 0.01% 553
2025
Q2 		$18K Sell
34
-33
-49% -$16.5K 0.01% 517
2025
Q1 		$35K Hold
67
– – 0.02% 411
2024
Q4 		$32K Buy
67
+38
+131% +$19.3K 0.01% 413
2024
Q3 		$15K Hold
29
– – 0.01% 494
2024
Q2 		$14K Hold
29
– – 0.01% 494
2024
Q1 		$12K Buy
29
+17
+142% +$7.37K 0.01% 502
2023
Q4 		$6K Sell
12
-8
-40% -$3.16K ﹤0.01% 548
2023
Q3 		$7K Buy
20
+12
+150% +$4.72K 0.01% 536
2023
Q2 		$3K Buy
+8
New +$2.92K ﹤0.01% 603

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

Hazlett, Burt & Watson's SPGI Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its S&P Global (SPGI) stake by 21% in Q2 2026, selling an estimated $7.6K and leaving 69 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #551.

Hazlett, Burt & Watson first reported a position in SPGI in Q2 2023 and has held it in 13 quarters since. The position peaked at $37K in Q1 2026. 2,019 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Hazlett, Burt & Watson held 69 shares of S&P Global worth $28K as of Q2 2026.
  • Hazlett, Burt & Watson sold 18 S&P Global shares in Q2 2026, an estimated $7.6K.
  • S&P Global made up 0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #551 holding.
  • Hazlett, Burt & Watson first reported a position in S&P Global in Q2 2023 and has held it in 13 quarters since.
  • Hazlett, Burt & Watson's S&P Global position peaked at $37K in Q1 2026.
  • 2,019 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.