United Asset Strategies, Inc.

Position in SPGI — S&P Global Inc.

CIK 1539948 GARDEN CITY, NY

Position in SPGI

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$11,901,855

+$10,508,016 QoQ

Shares Held

32,651

+842.6% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#446

of 1,991 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 74% Shared 0% None 26%

Financial Services · as of Jun 30, 2026

United Asset Strategies, Inc. holds $11,901,855 across 1 Financial Data & Stock Exchanges name. SPGI ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SPGI	S&P Global Inc. This page	32,651	$11,901,855

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,901,855	30,890	+842.6%	Shares	Sole	2026-07-13
2026-03-31	$1,393,839	3,277	-1.4%	Shares	Sole	2026-04-29
2025-12-31	$1,736,043	3,322	+1.6%	Shares	Sole	2026-01-28
2025-09-30	$1,592,028	3,271	-3.1%	Shares	Sole	2025-10-23
2025-06-30	$1,780,658	3,377	+1.0%	Shares	Sole	2025-08-08
2025-03-31	$1,699,594	3,345	+4.5%	Shares	Sole	2025-05-14
2024-12-31	$1,594,691	3,202	+5.0%	Shares	Sole	2025-01-22
2024-09-30	$1,575,174	3,049	+4.5%	Shares	Sole	2024-10-28
2024-06-30	$1,301,873	2,919	+26.9%	Shares	Sole	2024-08-01
2024-03-31	$978,535	2,300	+8.3%	Shares	Sole	2024-04-23
2023-12-31	$935,223	2,123	+8.6%	Shares	Sole	2024-01-30
2023-09-30	$714,011	1,954	+0.8%	Shares	Sole	2023-11-07
2023-06-30	$776,924	1,938	-15.2%	Shares	Sole	2023-07-25
2023-03-31	$787,799	2,285	-6.8%	Shares	Sole	2023-07-25
2022-12-31	$821,607	2,453	+63.9%	Shares	Sole	2023-01-26
2022-09-30	$457,108	1,497	—	Shares	Sole	2022-10-24
No filing history on record for this holder in this stock.