Nicholson Wealth Management Group, LLC
Position in SPGI — S&P Global Inc.
CIK 2035982
CHARLESTOWN, SC
Position in SPGI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,443,736
-$74,302 QoQ
Shares Held
3,747
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#938
of 1,991 holders
Holding Since
Sep 2024
8 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, 2026Nicholson Wealth Management Group, LLC holds $2,677,913 across 2 Financial Data & Stock Exchanges names. SPGI ranks #1 (53.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
This page
|
3,747 | $1,443,736 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
10,025 | $1,234,177 |
All Filings in SPGI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,443,736 | 3,545 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,518,038 | 3,569 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,820,180 | 3,483 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,665,521 | 3,422 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,700,510 | 3,225 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,600,006 | 3,149 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,468,192 | 2,948 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $737,216 | 1,427 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||