Horizon Investments’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.33M | Sell |
19,027
-1,770
| -9% | -$747K | 0.08% | 213 |
|
|
2026
Q1 | $8.85M | Sell |
20,797
-1,039
| -5% | -$482K | 0.1% | 175 |
|
|
2025
Q4 | $11.4M | Buy |
21,836
+2,549
| +13% | +$1.26M | 0.14% | 118 |
|
|
2025
Q3 | $9.39M | Buy |
19,287
+1,646
| +9% | +$881K | 0.12% | 133 |
|
|
2025
Q2 | $9.3M | Buy |
17,641
+10,464
| +146% | +$5.22M | 0.15% | 108 |
|
|
2025
Q1 | $3.65M | Buy |
7,177
+394
| +6% | +$201K | 0.11% | 113 |
|
|
2024
Q4 | $3.38M | Buy |
6,783
+147
| +2% | +$74.6K | 0.1% | 125 |
|
|
2024
Q3 | $3.43M | Sell |
6,636
-36
| -0.5% | -$17.8K | 0.09% | 114 |
|
|
2024
Q2 | $2.98M | Buy |
6,672
+79
| +1% | +$33.9K | 0.08% | 123 |
|
|
2024
Q1 | $2.8M | Sell |
6,593
-141
| -2% | -$61.1K | 0.07% | 126 |
|
|
2023
Q4 | $2.97M | Buy |
6,734
+862
| +15% | +$340K | 0.08% | 109 |
|
|
2023
Q3 | $2.15M | Buy |
5,872
+133
| +2% | +$52.3K | 0.07% | 114 |
|
|
2023
Q2 | $2.3M | Buy |
5,739
+405
| +8% | +$148K | 0.07% | 114 |
|
|
2023
Q1 | $1.84M | Sell |
5,334
-1,506
| -22% | -$530K | 0.05% | 122 |
|
|
2022
Q4 | $2.29M | Buy |
6,840
+2,243
| +49% | +$739K | 0.06% | 127 |
|
|
2022
Q3 | $1.4M | Buy |
4,597
+474
| +11% | +$170K | 0.04% | 151 |
|
|
2022
Q2 | $1.39M | Sell |
4,123
-1,866
| -31% | -$665K | 0.04% | 149 |
|
|
2022
Q1 | $2.46M | Buy |
5,989
+4,284
| +251% | +$1.74M | 0.07% | 131 |
|
|
2021
Q4 | $803K | Buy |
1,705
+147
| +9% | +$67.2K | 0.02% | 241 |
|
|
2021
Q3 | $662K | Buy |
1,558
+92
| +6% | +$39.9K | 0.02% | 273 |
|
|
2021
Q2 | $602K | Buy |
1,466
+39
| +3% | +$15K | 0.02% | 286 |
|
|
2021
Q1 | $504K | Buy |
+1,427
| New | +$475K | 0.02% | 297 |
|
|
2020
Q4 | – | Sell |
-6,338
| Closed | -$2.29M | – | 354 |
|
|
2020
Q3 | $2.29M | Sell |
6,338
-4,250
| -40% | -$1.5M | 0.08% | 116 |
|
|
2020
Q2 | $3.49M | Buy |
10,588
+7,771
| +276% | +$2.34M | 0.09% | 107 |
|
|
2020
Q1 | $690K | Buy |
2,817
+380
| +16% | +$104K | 0.03% | 151 |
|
|
2019
Q4 | $665K | Buy |
2,437
+681
| +39% | +$177K | 0.03% | 230 |
|
|
2019
Q3 | $430K | Sell |
1,756
-1,662
| -49% | -$415K | 0.02% | 175 |
|
|
2019
Q2 | $779K | Buy |
3,418
+2,301
| +206% | +$503K | 0.02% | 174 |
|
|
2019
Q1 | $235K | Buy |
+1,117
| New | +$216K | 0.01% | 325 |
|
Other funds holding SPGI
Horizon Investments's SPGI Position: Q2 2026 in Review
Horizon Investments reduced its S&P Global (SPGI) stake by 8.5% in Q2 2026, selling an estimated $747K and leaving 19,027 shares worth $7.33M. The position accounts for 0.08% of the portfolio, ranked #213.
Horizon Investments first reported a position in SPGI in Q1 2019 and has held it in 29 quarters since. The position peaked at $11.4M in Q4 2025. 2,027 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- Horizon Investments held 19,027 shares of S&P Global worth $7.33M as of Q2 2026.
- Horizon Investments sold 1,770 S&P Global shares in Q2 2026, an estimated $747K.
- S&P Global made up 0.08% of Horizon Investments's portfolio in Q2 2026, its #213 holding.
- Horizon Investments first reported a position in S&P Global in Q1 2019 and has held it in 29 quarters since.
- Horizon Investments's S&P Global position peaked at $11.4M in Q4 2025.
- 2,027 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.