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HB Wealth Management’s S&P Global SPGI Stock Holding History

HB Wealth 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 		$6.63M Sell
16,274
-221
-1% -$93.3K 0.04% 231
2026
Q1 		$7.02M Sell
16,495
-3,268
-17% -$1.52M 0.05% 202
2025
Q4 		$10.3M Buy
19,763
+682
+4% +$337K 0.07% 151
2025
Q3 		$9.29M Sell
19,081
-40
-0.2% -$21.4K 0.06% 162
2025
Q2 		$10.1M Sell
19,121
-656
-3% -$327K 0.08% 136
2025
Q1 		$10M Buy
19,777
+12,235
+162% +$6.25M 0.08% 126
2024
Q4 		$3.76M Buy
7,542
+1,391
+23% +$706K 0.04% 195
2024
Q3 		$3.18M Buy
6,151
+675
+12% +$334K 0.03% 216
2024
Q2 		$2.44M Buy
5,476
+1,083
+25% +$465K 0.03% 235
2024
Q1 		$1.87M Buy
4,393
+128
+3% +$55.5K 0.02% 261
2023
Q4 		$1.88M Buy
4,265
+85
+2% +$33.5K 0.03% 237
2023
Q3 		$1.53M Buy
4,180
+970
+30% +$381K 0.02% 249
2023
Q2 		$1.29M Buy
3,210
+396
+14% +$145K 0.02% 257
2023
Q1 		$970K Sell
2,814
-419
-13% -$147K 0.02% 292
2022
Q4 		$1.08M Buy
3,233
+66
+2% +$21.8K 0.02% 270
2022
Q3 		$967K Buy
3,167
+376
+13% +$135K 0.02% 261
2022
Q2 		$941K Buy
2,791
+648
+30% +$231K 0.02% 255
2022
Q1 		$879K Buy
2,143
+216
+11% +$88K 0.02% 281
2021
Q4 		$909K Buy
+1,927
New +$882K 0.02% 250

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

HB Wealth Management's SPGI Position: Q2 2026 in Review

HB Wealth Management reduced its S&P Global (SPGI) stake by 1.3% in Q2 2026, selling an estimated $93.3K and leaving 16,274 shares worth $6.63M. The position accounts for 0.04% of the portfolio, ranked #231.

HB Wealth Management first reported a position in SPGI in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.3M in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • HB Wealth Management held 16,274 shares of S&P Global worth $6.63M as of Q2 2026.
  • HB Wealth Management sold 221 S&P Global shares in Q2 2026, an estimated $93.3K.
  • S&P Global made up 0.04% of HB Wealth Management's portfolio in Q2 2026, its #231 holding.
  • HB Wealth Management first reported a position in S&P Global in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's S&P Global position peaked at $10.3M in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.