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YHB Investment Advisors’s S&P Global SPGI Stock Holding History

YHB Investment Advisors’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 		$1.29M Buy
3,159
+1,903
+152% +$804K 0.08% 154
2026
Q1 		$534K Buy
+1,256
New +$583K 0.04% 209

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

YHB Investment Advisors's SPGI Position: Q2 2026 in Review

YHB Investment Advisors increased its S&P Global (SPGI) stake by 152% in Q2 2026, buying an estimated $804K and bringing the position to 3,159 shares worth $1.29M. The position accounts for 0.08% of the portfolio, ranked #154.

YHB Investment Advisors first reported a position in SPGI in Q1 2026 and has held it in 2 quarters since. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • YHB Investment Advisors held 3,159 shares of S&P Global worth $1.29M as of Q2 2026.
  • YHB Investment Advisors bought 1,903 S&P Global shares in Q2 2026, an estimated $804K.
  • S&P Global made up 0.08% of YHB Investment Advisors's portfolio in Q2 2026, its #154 holding.
  • YHB Investment Advisors first reported a position in S&P Global in Q1 2026 and has held it in 2 quarters since.
  • 2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.