Hoxton Planning & Management
SPGI icon

Hoxton Planning & Management’s S&P Global SPGI Stock Holding History

Hoxton Planning & 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
Q3 		$516K Sell
1,309
-55
-4% -$23.3K 0.13% 113
2026
Q2 		$556K Sell
1,364
-11
-0.8% -$4.64K 0.15% 117
2026
Q1 		$585K Sell
1,375
-133
-9% -$61.7K 0.18% 100
2025
Q4 		$788K Sell
1,508
-16
-1% -$7.92K 0.24% 72
2025
Q3 		$742K Sell
1,524
-9
-0.6% -$4.82K 0.24% 78
2025
Q2 		$808K Sell
1,533
-33
-2% -$16.5K 0.28% 69
2025
Q1 		$796K Buy
1,566
+20
+1% +$10.2K 0.3% 70
2024
Q4 		$770K Buy
1,546
+4
+0.3% +$2.03K 0.29% 69
2024
Q3 		$797K Buy
1,542
+55
+4% +$27.2K 0.31% 59
2024
Q2 		$663K Buy
1,487
+25
+2% +$10.7K 0.31% 61
2024
Q1 		$622K Sell
1,462
-5
-0.3% -$2.17K 0.3% 62
2023
Q4 		$646K Sell
1,467
-75
-5% -$29.6K 0.34% 52
2023
Q3 		$563K Sell
1,542
-71
-4% -$27.9K 0.36% 57
2023
Q2 		$647K Buy
1,613
+78
+5% +$28.5K 0.4% 45
2023
Q1 		$529K Buy
1,535
+30
+2% +$10.6K 0.29% 71
2022
Q4 		$504K Buy
+1,505
New +$496K 0.27% 76

Other funds holding SPGI

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Hoxton Planning & Management's SPGI Position: Q3 2026 in Review

Hoxton Planning & Management reduced its S&P Global (SPGI) stake by 4% in Q3 2026, selling an estimated $23.3K and leaving 1,309 shares worth $516K. The position accounts for 0.13% of the portfolio, ranked #113.

Hoxton Planning & Management first reported a position in SPGI in Q4 2022 and has held it in 16 quarters since. The position peaked at $808K in Q2 2025. 412 funds tracked by Wall St. Rank hold SPGI as of Q3 2026.

  • Hoxton Planning & Management held 1,309 shares of S&P Global worth $516K as of Q3 2026.
  • Hoxton Planning & Management sold 55 S&P Global shares in Q3 2026, an estimated $23.3K.
  • S&P Global made up 0.13% of Hoxton Planning & Management's portfolio in Q3 2026, its #113 holding.
  • Hoxton Planning & Management first reported a position in S&P Global in Q4 2022 and has held it in 16 quarters since.
  • Hoxton Planning & Management's S&P Global position peaked at $808K in Q2 2025.
  • 412 funds tracked by Wall St. Rank held S&P Global as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.