Position in SPGI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,257,833
-$1,087,710 QoQ
Shares Held
24,028
-6.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#499
of 1,991 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Moran Wealth Management, LLC holds $44,415,286 across 5 Financial Data & Stock Exchanges names. SPGI ranks #2 (20.8% of the industry book) .
All Filings in SPGI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,257,833 | 22,732 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $10,345,543 | 24,323 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $13,671,998 | 26,162 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $12,700,211 | 26,094 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $14,150,882 | 26,837 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $13,779,671 | 27,120 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $13,877,605 | 27,865 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $14,463,295 | 27,996 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $12,618,231 | 28,292 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,695,195 | 27,489 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,837,212 | 26,871 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||