Position in ACN
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,269,661
-$200,064 QoQ
Shares Held
10,203
+37.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#827
of 1,875 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 1%
Shared 3%
None 96%
Common Shares in ACN Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026GeoWealth Management, LLC holds $3,533,313 across 7 Information Technology Services names. ACN ranks #1 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACN |
Accenture plc
This page
|
10,203 | $1,269,661 | |
| 2 | IBM |
International Business Machines Corp
|
3,900 | $1,096,719 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
9,003 | $350,036 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
1,970 | $269,791 | |
| 5 | CACI |
Caci International Inc /De/
|
580 | $268,690 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
1,839 | $189,361 | |
| 7 | WIT |
Wipro Ltd
|
39,580 | $89,055 |
All Filings in ACN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,269,661 | 10,203 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,469,725 | 7,412 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,483,430 | 5,529 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,448,775 | 5,875 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,821,734 | 6,095 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,750,232 | 5,609 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $2,593,747 | 7,373 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,531,977 | 7,163 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $2,376,913 | 7,834 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,745,844 | 7,922 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,553,478 | 4,427 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $97,968 | 319 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $32,091 | 104 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $31,439 | 110 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $24,549 | 92 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $50,430 | 196 | Shares | Other | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||