Position in ACN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,661,522
-$48,530 QoQ
Shares Held
13,352
+54.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#759
of 1,875 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ACN Over Time
Shares Held
Position Value (USD)
Derivatives in ACN
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$335,988
PutShares
2,700
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, 2026MISSION WEALTH MANAGEMENT, LP holds $12,907,797 across 7 Information Technology Services names. ACN ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
31,091 | $8,743,100 | |
| 2 | ACN |
Accenture plc
This page
|
13,352 | $1,661,522 | |
| 3 | APLD |
Applied Digital Corp.
|
33,580 | $1,252,534 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
3,159 | $432,625 | |
| 5 | IT |
Gartner Inc
|
3,028 | $392,489 | |
| 6 | GIB |
Cgi Inc
|
3,347 | $216,115 | |
| 7 | CDW |
CDW Corp
|
1,489 | $209,412 |
All Filings in ACN
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,988 | 2,700 | Put | Sole | 2026-07-20 | |
| 2026-06-30 | $1,661,522 | 13,352 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,710,052 | 8,624 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $634,528 | 3,200 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $2,442,603 | 9,104 | Shares | Sole | 2026-02-05 | |
| 2025-12-31 | $858,560 | 3,200 | Put | Sole | 2026-02-05 | |
| 2025-09-30 | $764,460 | 3,100 | Put | Sole | 2025-11-04 | |
| 2025-09-30 | $2,161,942 | 8,767 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $926,559 | 3,100 | Put | Sole | 2025-08-05 | |
| 2025-06-30 | $2,860,975 | 9,572 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $967,324 | 3,100 | Put | Sole | 2025-04-17 | |
| 2025-03-31 | $2,991,215 | 9,586 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,266,444 | 3,600 | Put | Sole | 2025-02-06 | |
| 2024-12-31 | $3,900,999 | 11,089 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,443,607 | 6,913 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,003,719 | 6,604 | Shares | Sole | 2024-08-05 | |
| 2024-06-30 | $151,705 | 500 | Put | Sole | 2024-08-05 | |
| 2024-03-31 | $2,206,865 | 6,367 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,701,913 | 4,850 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,450,173 | 4,722 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,390,461 | 4,506 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,269,853 | 4,443 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,200,513 | 4,499 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,014,791 | 3,944 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $900,696 | 3,244 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,010,341 | 2,996 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,295,468 | 3,125 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $967,758 | 3,025 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $840,741 | 2,852 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $777,920 | 2,816 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $599,476 | 2,295 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $527,686 | 2,335 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $503,947 | 2,347 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $378,273 | 2,317 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||