Position in MSCI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$36,402
+$5,140 QoQ
Shares Held
65
+12.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#908
of 1,074 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $1,503,651 across 11 Financial Data & Stock Exchanges names. MSCI ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
1,970 | $759,132 | |
| 2 | CME |
Cme Group Inc.
|
2,501 | $552,295 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
644 | $79,282 | |
| 4 | MSCI |
MSCI Inc.
This page
|
65 | $36,402 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
107 | $25,965 | |
| 6 | COIN |
Coinbase Global, Inc.
|
140 | $20,466 | |
| 7 | MCO |
Moodys Corp /De/
|
39 | $17,663 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
80 | $6,305 |
All Filings in MSCI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,402 | 65 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $31,262 | 58 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $35,571 | 62 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||