Position in ACN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,773,892
-$17,290,874 QoQ
Shares Held
22,291
-78.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#615
of 1,875 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACN Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $19,923,575 across 12 Information Technology Services names. ACN ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
34,493 | $9,699,776 | |
| 2 | III |
Information Services Group Inc.
|
819,090 | $3,366,459 | |
| 3 | ACN |
Accenture plc
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|
22,291 | $2,773,892 | |
| 4 | IT |
Gartner Inc
|
15,251 | $1,976,834 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
2,792 | $382,364 | |
| 6 | CDW |
CDW Corp
|
2,610 | $367,070 | |
| 7 | JKHY |
Jack Henry & Associates Inc
|
2,118 | $291,733 | |
| 8 | GIB |
Cgi Inc
|
4,308 | $278,167 |
All Filings in ACN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,773,892 | 22,291 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $20,064,766 | 101,189 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $37,959,352 | 141,481 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $43,635,870 | 176,950 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $60,671,381 | 202,989 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $64,915,241 | 208,035 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $75,995,082 | 216,024 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $76,319,513 | 215,909 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $65,204,022 | 214,904 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $73,178,729 | 211,127 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $74,636,802 | 212,695 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $64,566,499 | 210,239 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $64,650,595 | 209,510 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $66,495,411 | 232,656 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $64,401,834 | 241,350 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $63,256,690 | 245,848 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $84,009,115 | 302,572 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $98,488,695 | 292,052 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $118,074,203 | 284,825 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $91,266,137 | 285,278 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $82,647,619 | 280,361 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $71,885,498 | 260,219 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $65,386,609 | 250,322 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $45,664,217 | 202,063 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $37,683,789 | 175,502 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $20,806,344 | 127,443 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||