Position in ACN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$170,980
-$115,945 QoQ
Shares Held
1,374
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,528
of 1,879 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ACN Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,856,736 across 13 Information Technology Services names. ACN ranks #3 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
3,500 | $984,235 | |
| 2 | IT |
Gartner Inc
|
2,161 | $280,108 | |
| 3 | ACN |
Accenture plc
This page
|
1,374 | $170,980 | |
| 4 | CTSH |
Cognizant Technology Solutions Corp
|
4,041 | $156,507 | |
| 5 | EXLS |
ExlService Holdings, Inc.
|
5,541 | $143,290 | |
| 6 | JKHY |
Jack Henry & Associates Inc
|
588 | $80,991 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
436 | $16,951 | |
| 8 | CDW |
CDW Corp
|
75 | $10,548 |
All Filings in ACN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,980 | 1,374 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $286,925 | 1,447 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $384,473 | 1,433 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $342,527 | 1,389 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $799,231 | 2,674 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $834,394 | 2,674 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $940,686 | 2,674 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $957,223 | 2,708 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $667,805 | 2,201 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $703,964 | 2,031 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $704,978 | 2,009 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $620,669 | 2,021 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $629,503 | 2,040 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $626,495 | 2,192 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $632,944 | 2,372 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $674,383 | 2,621 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $720,779 | 2,596 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $869,716 | 2,579 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $982,898 | 2,371 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $723,978 | 2,263 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $667,994 | 2,266 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $603,053 | 2,183 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $582,759 | 2,231 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $437,516 | 1,936 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $284,504 | 1,325 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||