Position in MSCI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,055,346
+$64,783 QoQ
Shares Held
3,670
-0.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#429
of 1,074 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Apollon Wealth Management, LLC holds $28,532,084 across 9 Financial Data & Stock Exchanges names. MSCI ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
41,318 | $15,061,298 | |
| 2 | CME |
Cme Group Inc.
|
19,324 | $4,267,318 | |
| 3 | MCO |
Moodys Corp /De/
|
6,026 | $2,729,295 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
18,794 | $2,313,729 | |
| 5 | MSCI |
MSCI Inc.
This page
|
3,670 | $2,055,346 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
11,637 | $917,228 | |
| 7 | FDS |
Factset Research Systems Inc
|
2,543 | $585,093 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
1,355 | $328,817 |
All Filings in MSCI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,055,346 | 3,670 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,990,563 | 3,693 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,834,214 | 3,197 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,948,485 | 3,434 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,135,668 | 3,703 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,110,815 | 5,501 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,007,250 | 5,012 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,012,857 | 3,453 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,706,840 | 3,543 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,679,668 | 2,997 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,565,719 | 2,768 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,122,619 | 2,188 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $888,365 | 1,893 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $995,128 | 1,778 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $899,638 | 1,934 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $730,962 | 1,733 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $224,209 | 544 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $245,908 | 489 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $755,446 | 1,233 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $319,986 | 526 | Shares | Sole | 2021-11-15 | |
| 2020-06-30 | $16,691 | 50 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||