Position in ACN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$15,717,456
-$4,702,052 QoQ
Shares Held
79,265
+4.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 91.73405664542989.ToString("F0")%
Shared 0.ToString("F0")%
None 8.265943354570112.ToString("F0")%
Common Shares in ACN Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026EP Wealth Advisors, LLC holds $52,116,655 across 13 Information Technology Services names. ACN ranks #2 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BR |
Broadridge Financial Solutions, Inc.
|
111,921 | $18,184,924 | |
| 2 | ACN |
Accenture plc
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|
79,265 | $15,717,456 | |
| 3 | IBM |
International Business Machines Corp
|
51,382 | $12,454,482 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
16,830 | $2,617,401 | |
| 5 | G |
Genpact LTD
|
16,880 | $628,780 | |
| 6 | PSN |
Parsons Corp
|
10,636 | $576,152 | |
| 7 | CDW |
CDW Corp
|
4,129 | $499,691 | |
| 8 | CTSH |
Cognizant Technology Solutions Corp
|
7,514 | $460,983 |
All Filings in ACN
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,717,456 | 79,265 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $20,419,508 | 76,107 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $24,252,532 | 81,142 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,796,082 | 73,055 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,771,883 | 24,935 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,299,695 | 31,967 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $7,529,422 | 24,816 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $9,426,752 | 27,197 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,465,095 | 26,973 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $8,145,785 | 26,524 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $3,085,800 | 10,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,164,399 | 25,067 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $7,370,120 | 27,620 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $7,206,201 | 28,007 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $2,021,292 | 7,280 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,363,982 | 7,010 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $2,992,221 | 7,218 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,889,447 | 5,906 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $1,652,003 | 5,604 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $1,513,021 | 5,477 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,515,018 | 5,800 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $25,510,203 | 112,882 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $24,227,931 | 112,835 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $18,163,164 | 111,253 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||