Van Hulzen Asset Management’s S&P Global SPGI Stock Holding History

Van Hulzen Asset 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 Q1	$410K	Buy	+965	New	+$448K	0.03%	249
2025 Q1	–	Sell	-13,749	Closed	-$6.84M	–	986
2024 Q4	$6.84M	Buy	13,749 +300	+2%	+$152K	0.5%	53
2024 Q3	$6.95M	Buy	13,449 +331	+3%	+$164K	0.5%	55
2024 Q2	$5.85M	Buy	13,118 +8,300	+172%	+$3.56M	0.39%	60
2024 Q1	$2.05M	Hold	4,818	–	–	0.14%	113
2023 Q4	$2.12M	Hold	4,818	–	–	0.15%	102
2023 Q3	$1.76M	Buy	4,818 +3,992	+483%	+$1.57M	0.14%	109
2023 Q2	$331K	Buy	+826	New	+$302K	0.03%	230

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Van Hulzen Asset Management's SPGI Position: Q1 2026 in Review

Van Hulzen Asset Management opened a new position in S&P Global (SPGI) in Q1 2026: 965 shares worth $410K. The stake represents 0.03% of the portfolio and ranks #249 among its holdings. This is a return to the name: Van Hulzen Asset Management previously reported a position in SPGI as recently as Q4 2024.

Van Hulzen Asset Management first reported a position in SPGI in Q2 2023 and has held it in 8 quarters since. The position peaked at $6.95M in Q3 2024. 2,107 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Van Hulzen Asset Management held 965 shares of S&P Global worth $410K as of Q1 2026.
S&P Global was a new Van Hulzen Asset Management position in Q1 2026.
S&P Global made up 0.03% of Van Hulzen Asset Management's portfolio in Q1 2026, its #249 holding.
Van Hulzen Asset Management first reported a position in S&P Global in Q2 2023 and has held it in 8 quarters since.
Van Hulzen Asset Management's S&P Global position peaked at $6.95M in Q3 2024.
2,107 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.