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 Q2	$491K	Buy	1,206 +241	+25%	+$102K	0.03%	256
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 $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

Van Hulzen Asset Management's SPGI Position: Q2 2026 in Review

Van Hulzen Asset Management increased its S&P Global (SPGI) stake by 25% in Q2 2026, buying an estimated $102K and bringing the position to 1,206 shares worth $491K. The position accounts for 0.03% of the portfolio, ranked #256.

Van Hulzen Asset Management first reported a position in SPGI in Q2 2023 and has held it in 9 quarters since. The position peaked at $6.95M in Q3 2024. 2,019 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Van Hulzen Asset Management held 1,206 shares of S&P Global worth $491K as of Q2 2026.
Van Hulzen Asset Management bought 241 S&P Global shares in Q2 2026, an estimated $102K.
S&P Global made up 0.03% of Van Hulzen Asset Management's portfolio in Q2 2026, its #256 holding.
Van Hulzen Asset Management first reported a position in S&P Global in Q2 2023 and has held it in 9 quarters since.
Van Hulzen Asset Management's S&P Global position peaked at $6.95M in Q3 2024.
2,019 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.