Quotient Wealth Partners, LLC

Position in SPGI — S&P Global Inc.

CIK 2004904 DALLAS, TX

Position in SPGI

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$478,937

-$33,172 QoQ

Shares Held

1,243

-2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,290

of 1,991 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Quotient Wealth Partners, LLC holds $1,698,437 across 5 Financial Data & Stock Exchanges names. SPGI ranks #1 (28.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	1,243	$478,937
2	CME	Cme Group Inc.	1,642	$362,602
3	MCO	Moodys Corp /De/	740	$335,160
4	NDAQ	Nasdaq, Inc.	3,608	$284,382
5	ICE	Intercontinental Exchange, Inc.	1,928	$237,356

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$478,937	1,176	-2.3%	Shares	Sole	2026-08-03
2026-03-31	$512,109	1,204	-15.3%	Shares	Sole	2026-04-16
2025-12-31	$742,600	1,421	-3.0%	Shares	Sole	2026-01-22
2025-09-30	$713,030	1,465	-1.3%	Shares	Sole	2025-10-10
2025-06-30	$783,025	1,485	-0.5%	Shares	Sole	2025-07-29
2025-03-31	$758,593	1,493	+4.4%	Shares	Sole	2025-04-30
2024-12-31	$712,182	1,430	+1.6%	Shares	Sole	2025-01-28
2024-09-30	$726,884	1,407	-7.2%	Shares	Sole	2024-10-09
2024-06-30	$676,135	1,516	-30.7%	Shares	Sole	2024-07-24
2024-03-31	$931,310	2,189	-20.6%	Shares	Sole	2024-05-14
2023-12-31	$1,214,073	2,756	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.