HUB Investment Partners’s S&P Global SPGI Stock Holding History

HUB Investment Partners’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	$726K	Buy	1,782 +338	+23%	+$143K	0.01%	547
2026 Q1	$614K	Buy	1,444 +43	+3%	+$20K	0.01%	487
2025 Q4	$732K	Buy	1,401 +144	+11%	+$71.2K	0.02%	379
2025 Q3	$612K	Buy	1,257 +95	+8%	+$50.9K	0.02%	361
2025 Q2	$613K	Buy	1,162 +147	+14%	+$73.4K	0.02%	337
2025 Q1	$516K	Sell	1,015 -251	-20%	-$128K	0.02%	334
2024 Q4	$631K	Buy	1,266 +162	+15%	+$82.2K	0.03%	285
2024 Q3	$570K	Buy	1,104 +16	+1%	+$7.92K	0.02%	279
2024 Q2	$485K	Sell	1,088 -25	-2%	-$10.7K	0.02%	283
2024 Q1	$474K	Sell	1,113 -50	-4%	-$21.7K	0.03%	286
2023 Q4	$512K	Buy	+1,163	New	+$459K	0.03%	244
2021 Q3	–	Sell	-600	Closed	-$246K	–	229
2021 Q2	$246K	Hold	600	–	–	0.07%	181
2021 Q1	$212K	Hold	600	–	–	0.06%	204
2020 Q4	$216K	Buy	+600	New	+$202K	0.1%	143

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

HUB Investment Partners's SPGI Position: Q2 2026 in Review

HUB Investment Partners increased its S&P Global (SPGI) stake by 23% in Q2 2026, buying an estimated $143K and bringing the position to 1,782 shares worth $726K. The position accounts for 0.01% of the portfolio, ranked #547.

HUB Investment Partners first reported a position in SPGI in Q4 2020 and has held it in 14 quarters since. The position peaked at $732K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

HUB Investment Partners held 1,782 shares of S&P Global worth $726K as of Q2 2026.
HUB Investment Partners bought 338 S&P Global shares in Q2 2026, an estimated $143K.
S&P Global made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #547 holding.
HUB Investment Partners first reported a position in S&P Global in Q4 2020 and has held it in 14 quarters since.
HUB Investment Partners's S&P Global position peaked at $732K in Q4 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.