Position in ACN
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$8,284,754
-$3,544,861 QoQ
Shares Held
41,781
-5.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in ACN Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $17,039,805 across 6 Information Technology Services names. ACN ranks #1 (48.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACN |
Accenture plc
This page
|
41,781 | $8,284,754 | |
| 2 | CACI |
Caci International Inc /De/
|
8,129 | $4,421,119 | |
| 3 | IBM |
International Business Machines Corp
|
8,276 | $2,006,019 | |
| 4 | CTSH |
Cognizant Technology Solutions Corp
|
21,145 | $1,297,245 | |
| 5 | LDOS |
Leidos Holdings, Inc.
|
3,413 | $530,789 | |
| 6 | IT |
Gartner Inc
|
3,157 | $499,879 |
All Filings in ACN
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,284,754 | 41,781 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $11,829,615 | 44,091 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,366,903 | 5,543 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,326,772 | 4,439 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,499,040 | 4,804 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,803,979 | 5,128 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,982,669 | 5,609 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $12,766,582 | 42,077 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $16,218,228 | 46,791 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $16,851,750 | 48,023 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $19,507,627 | 63,520 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $20,203,041 | 65,471 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $18,309,846 | 64,063 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $17,185,029 | 64,402 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $16,406,991 | 63,766 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $17,576,633 | 63,305 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $20,660,733 | 61,266 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $16,577,854 | 39,990 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $16,285,847 | 50,906 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $11,546,334 | 39,168 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,510,207 | 38,046 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $8,577,875 | 32,839 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $8,211,346 | 36,335 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $6,801,685 | 31,677 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $3,992,523 | 24,455 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||