HAG
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HighPoint Advisor Group’s S&P Global SPGI Stock Holding History

HighPoint Advisor Group’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 		$484K Sell
1,189
-30
-2% -$12.7K 0.02% 477
2026
Q1 		$519K Sell
1,219
-4,695
-79% -$2.18M 0.02% 414
2025
Q4 		$3.09M Buy
5,914
+1,318
+29% +$652K 0.07% 247
2025
Q3 		$2.24M Sell
4,596
-793
-15% -$425K 0.11% 148
2025
Q2 		$2.84M Buy
5,389
+221
+4% +$110K 0.15% 116
2025
Q1 		$2.54M Buy
5,168
+116
+2% +$59.3K 0.15% 120
2024
Q4 		$2.69M Buy
5,052
+300
+6% +$152K 0.15% 120
2024
Q3 		$2.45M Sell
4,752
-620
-12% -$307K 0.14% 118
2024
Q2 		$2.62M Buy
5,372
+1,783
+50% +$765K 0.16% 109
2024
Q1 		$1.54M Buy
3,589
+117
+3% +$50.7K 0.11% 152
2023
Q4 		$1.45M Buy
+3,472
New +$1.37M 0.1% 156
2022
Q2 		$659K Buy
+1,889
New +$673K 0.07% 221
2021
Q3 		$521K Sell
1,225
-116
-9% -$50.3K 0.05% 298
2021
Q2 		$550K Buy
1,341
+429
+47% +$165K 0.06% 282
2021
Q1 		$337K Buy
912
+13
+1% +$4.33K 0.04% 351
2020
Q4 		$299K Sell
899
-114
-11% -$38.5K 0.04% 350
2020
Q3 		$361K Buy
1,013
+13
+1% +$4.59K 0.07% 237
2020
Q2 		$335K Buy
1,000
+169
+20% +$50.8K 0.07% 220
2020
Q1 		$235K Buy
831
+58
+8% +$15.9K 0.06% 265
2019
Q4 		$228K Buy
773
+78
+11% +$20.3K 0.05% 310
2019
Q3 		$177K Buy
695
+80
+13% +$20K 0.04% 338
2019
Q2 		$148K Buy
+615
New +$134K 0.03% 362
2016
Q4 		– Sell
-1,921
Closed -$238K – 298
2016
Q3 		$238K Buy
+1,921
New +$231K 0.08% 236

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

HighPoint Advisor Group's SPGI Position: Q2 2026 in Review

HighPoint Advisor Group reduced its S&P Global (SPGI) stake by 2.5% in Q2 2026, selling an estimated $12.7K and leaving 1,189 shares worth $484K. The position accounts for 0.02% of the portfolio, ranked #477.

HighPoint Advisor Group first reported a position in SPGI in Q3 2016 and has held it in 23 quarters since. The position peaked at $3.09M in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • HighPoint Advisor Group held 1,189 shares of S&P Global worth $484K as of Q2 2026.
  • HighPoint Advisor Group sold 30 S&P Global shares in Q2 2026, an estimated $12.7K.
  • S&P Global made up 0.02% of HighPoint Advisor Group's portfolio in Q2 2026, its #477 holding.
  • HighPoint Advisor Group first reported a position in S&P Global in Q3 2016 and has held it in 23 quarters since.
  • HighPoint Advisor Group's S&P Global position peaked at $3.09M in Q4 2025.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.