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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Hazlett, Burt & Watson's SPGI Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its S&P Global (SPGI) stake by 38% in Q1 2026, buying an estimated $11.1K and bringing the position to 87 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #496.

Hazlett, Burt & Watson first reported a position in SPGI in Q2 2023 and has held it in 12 quarters since. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Hazlett, Burt & Watson held 87 shares of S&P Global worth $37K as of Q1 2026.
  • Hazlett, Burt & Watson bought 24 S&P Global shares in Q1 2026, an estimated $11.1K.
  • S&P Global made up 0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #496 holding.
  • Hazlett, Burt & Watson first reported a position in S&P Global in Q2 2023 and has held it in 12 quarters since.
  • 2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.