Position in ACN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$36,416,868
-$12,238,342 QoQ
Shares Held
292,646
+19.3% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#170
of 1,875 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in ACN Over Time
Shares Held
Position Value (USD)
Derivatives in ACN
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$13,026
PutShares
2,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Information Technology Services
Technology · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $292,427,550 across 39 Information Technology Services names. ACN ranks #2 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
665,812 | $187,232,992 | |
| 2 | ACN |
Accenture plc
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|
292,646 | $36,416,868 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
341,825 | $13,238,882 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
78,904 | $10,868,236 | |
| 5 | CACI |
Caci International Inc /De/
|
12,027 | $5,571,628 | |
| 6 | IT |
Gartner Inc
|
40,920 | $5,304,050 | |
| 7 | LDOS |
Leidos Holdings, Inc.
|
41,666 | $4,290,348 | |
| 8 | BR |
Broadridge Financial Solutions, Inc.
|
29,250 | $4,005,787 |
All Filings in ACN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,416,868 | 292,646 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $48,655,210 | 245,374 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $87,850,005 | 327,432 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $204,312,045 | 828,516 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $149,578,603 | 500,447 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $74,357,571 | 238,295 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $81,406,316 | 231,406 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $69,928,948 | 197,830 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $13,026 | 2,800 | Put | Sole | 2024-10-24 | |
| 2024-06-30 | $72,667,605 | 239,503 | Shares | Sole | 2024-07-16 | |
| 2024-06-30 | $37,417 | 2,800 | Put | Sole | 2024-07-16 | |
| 2024-06-30 | $105,300 | 19,500 | Call | Sole | 2024-07-16 | |
| 2024-03-31 | $74,517,337 | 214,989 | Shares | Sole | 2024-04-15 | |
| 2024-03-31 | $77,000 | 3,500 | Call | Sole | 2024-04-15 | |
| 2023-12-31 | $77,887,983 | 221,960 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $67,127,182 | 218,577 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,346,643 | 4,364 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,369,601 | 4,792 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $13,563,477 | 50,830 | Shares | Sole | 2023-02-01 | |
| 2022-03-31 | $1,337,791 | 3,967 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,578,606 | 3,808 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||