Position in SPGI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$532,867
-$57,504 QoQ
Shares Held
1,462
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,245
of 1,991 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Waldron Private Wealth LLC holds $1,469,958 across 2 Financial Data & Stock Exchanges names. SPGI ranks #2 (36.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
2,069 | $937,091 | |
| 2 | SPGI |
S&P Global Inc.
This page
|
1,462 | $532,867 |
All Filings in SPGI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $532,867 | 1,383 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $590,371 | 1,388 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $729,535 | 1,396 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $756,834 | 1,555 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $715,005 | 1,356 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $709,307 | 1,396 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $985,102 | 1,978 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $976,927 | 1,891 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $836,695 | 1,876 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $792,613 | 1,863 | Shares | Sole | 2024-05-09 | |
| 2022-12-31 | $648,443 | 1,936 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $591,157 | 1,936 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $544,351 | 1,615 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $680,078 | 1,658 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $798,033 | 1,691 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $718,064 | 1,690 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $485,151 | 1,182 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $417,798 | 1,184 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $397,434 | 1,209 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $444,980 | 1,234 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $358,144 | 1,087 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $246,520 | 1,006 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||