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S&p Global shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of S&p Global (SPGI) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in S&p Global

Tip: Access up to 7 years of quarterly data

All positions including S&p Global held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in S&p Global by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $700k 1.6k 425.46
2023-12-31 $140k 317 440.56
2022-12-31 $520k 1.6k 334.95
2022-09-30 $469k 1.5k 305.54

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View all positions for Icon Wealth Advisors

Top funds holding S&p Global

Vanguard Group
BlackRock
TCI Fund Management
Wellington Management Company
Geode Capital Management
FMR
Morgan Stanley
Bank of America Corporation
Edgewood Management
Northern Trust
Legal & General Group
Wells Fargo & Company
T. Rowe Price Associates
Parnassus Investments
Goldman Sachs Group

View all funds holding S&p Global