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 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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Hoxton Planning & Management's SPGI Position: Q2 2026 in Review

Hoxton Planning & Management reduced its S&P Global (SPGI) stake by 0.8% in Q2 2026, selling an estimated $4.64K and leaving 1,364 shares worth $556K. The position accounts for 0.15% of the portfolio, ranked #117.

Hoxton Planning & Management first reported a position in SPGI in Q4 2022 and has held it in 15 quarters since. The position peaked at $808K in Q2 2025. 367 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Hoxton Planning & Management held 1,364 shares of S&P Global worth $556K as of Q2 2026.
Hoxton Planning & Management sold 11 S&P Global shares in Q2 2026, an estimated $4.64K.
S&P Global made up 0.15% of Hoxton Planning & Management's portfolio in Q2 2026, its #117 holding.
Hoxton Planning & Management first reported a position in S&P Global in Q4 2022 and has held it in 15 quarters since.
Hoxton Planning & Management's S&P Global position peaked at $808K in Q2 2025.
367 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.