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Relyea Zuckerberg Hanson’s S&P Global SPGI Stock Holding History

Relyea Zuckerberg Hanson’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 		$268K Buy
658
+17
+3% +$7.18K 0.02% 253
2026
Q1 		$273K Sell
641
-129
-17% -$59.9K 0.03% 227
2025
Q4 		$402K Sell
770
-81
-10% -$40.1K 0.04% 185
2025
Q3 		$414K Sell
851
-113
-12% -$60.5K 0.04% 181
2025
Q2 		$508K Buy
964
+41
+4% +$20.5K 0.06% 151
2025
Q1 		$469K Sell
923
-747
-45% -$382K 0.06% 152
2024
Q4 		$832K Buy
1,670
+76
+5% +$38.6K 0.11% 103
2024
Q3 		$824K Buy
1,594
+98
+7% +$48.5K 0.13% 91
2024
Q2 		$667K Buy
1,496
+90
+6% +$38.6K 0.11% 100
2024
Q1 		$598K Buy
1,406
+24
+2% +$10.4K 0.1% 109
2023
Q4 		$609K Sell
1,382
-131
-9% -$51.7K 0.12% 102
2023
Q3 		$553K Sell
1,513
-7
-0.5% -$2.75K 0.13% 98
2023
Q2 		$609K Buy
1,520
+254
+20% +$92.8K 0.14% 94
2023
Q1 		$437K Buy
1,266
+12
+1% +$4.22K 0.11% 112
2022
Q4 		$420K Buy
1,254
+124
+11% +$40.9K 0.12% 112
2022
Q3 		$345K Buy
1,130
+112
+11% +$40.1K 0.12% 106
2022
Q2 		$343K Hold
1,018
– – 0.13% 106
2022
Q1 		$403K Buy
1,018
+117
+13% +$47.7K 0.13% 106
2021
Q4 		$376K Buy
901
+17
+2% +$7.78K 0.14% 110
2021
Q3 		$376K Buy
884
+72
+9% +$31.2K 0.15% 99
2021
Q2 		$333K Buy
812
+13
+2% +$5K 0.14% 97
2021
Q1 		$307K Sell
799
-9
-1% -$3K 0.14% 96
2020
Q4 		$266K Buy
808
+8
+1% +$2.7K 0.14% 99
2020
Q3 		$278K Hold
800
– – 0.18% 94
2020
Q2 		$264K Sell
800
-28
-3% -$8.42K 0.21% 95
2020
Q1 		$203K Buy
828
+28
+4% +$7.68K 0.22% 102
2019
Q4 		$218K Buy
+800
New +$208K 0.21% 99

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

Relyea Zuckerberg Hanson's SPGI Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its S&P Global (SPGI) stake by 2.7% in Q2 2026, buying an estimated $7.18K and bringing the position to 658 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #253.

Relyea Zuckerberg Hanson first reported a position in SPGI in Q4 2019 and has held it in 27 quarters since. The position peaked at $832K in Q4 2024. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Relyea Zuckerberg Hanson held 658 shares of S&P Global worth $268K as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 17 S&P Global shares in Q2 2026, an estimated $7.18K.
  • S&P Global made up 0.02% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #253 holding.
  • Relyea Zuckerberg Hanson first reported a position in S&P Global in Q4 2019 and has held it in 27 quarters since.
  • Relyea Zuckerberg Hanson's S&P Global position peaked at $832K in Q4 2024.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.