Baron Wealth Management LLC

Position in SPGI — S&P Global Inc.

CIK 1968507 TROY, MI

Position in SPGI

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$788,319

-$2,813 QoQ

Shares Held

2,163

+10.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#1,104

of 1,991 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Baron Wealth Management LLC holds $2,687,878 across 6 Financial Data & Stock Exchanges names. SPGI ranks #1 (29.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	2,163	$788,319
2	MCO	Moodys Corp /De/	1,557	$705,196
3	MSCI	MSCI Inc.	731	$409,389
4	CBOE	Cboe Global Markets, Inc.	1,350	$327,604
5	ICE	Intercontinental Exchange, Inc.	2,090	$257,299
6	CME	Cme Group Inc.	906	$200,071

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$788,319	2,046	+10.0%	Shares	Sole	2026-07-07
2026-03-31	$791,132	1,860	+0.6%	Shares	Sole	2026-04-16
2025-12-31	$965,746	1,848	-3.2%	Shares	Sole	2026-01-14
2025-09-30	$929,129	1,909	-12.2%	Shares	Sole	2025-10-20
2025-06-30	$1,146,855	2,175	+2.1%	Shares	Sole	2025-07-09
2025-03-31	$1,082,761	2,131	+4.3%	Shares	Sole	2025-05-14
2024-12-31	$1,017,475	2,043	+2.8%	Shares	Sole	2025-01-23
2024-09-30	$1,027,040	1,988	+6.3%	Shares	Sole	2024-11-07
2024-06-30	$834,465	1,871	+14.9%	Shares	Sole	2024-08-13
2024-03-31	$693,058	1,629	+0.2%	Shares	Sole	2024-05-08
2023-12-31	$716,285	1,626	+0.4%	Shares	Sole	2024-01-04
2023-09-30	$591,598	1,619	-2.2%	Shares	Sole	2023-11-01
2023-06-30	$663,873	1,656	+1.4%	Shares	Sole	2023-08-08
2023-03-31	$563,009	1,633	+1.0%	Shares	Sole	2023-06-06
2022-12-31	$541,598	1,617	—	Shares	Sole	2023-06-06
No filing history on record for this holder in this stock.