Klingman & Associates, LLC

Position in ACN — Accenture plc

CIK 1662449 New York, NY

Position in ACN

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$264,808

-$67,724 QoQ

Shares Held

2,128

+26.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,398

of 1,871 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Klingman & Associates, LLC holds $1,692,828 across 3 Information Technology Services names. ACN ranks #2 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	4,962	$1,395,364
2	ACN	Accenture plc This page	2,128	$264,808
3	WIT	Wipro Ltd	14,514	$32,656

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$264,808	2,128	+26.9%	Shares	Sole	2026-07-29
2026-03-31	$332,532	1,677	-27.1%	Shares	Sole	2026-05-14
2025-12-31	$616,821	2,299	+17.7%	Shares	Sole	2026-01-29
2025-09-30	$481,856	1,954	-22.0%	Shares	Sole	2025-10-27
2025-06-30	$749,018	2,506	+12.4%	Shares	Sole	2025-07-30
2025-03-31	$695,537	2,229	-1.9%	Shares	Sole	2025-05-13
2024-12-31	$799,618	2,273	-1.6%	Shares	Sole	2025-01-31
2024-09-30	$816,538	2,310	+87.7%	Shares	Sole	2024-11-01
2024-06-30	$373,497	1,231	+2.2%	Shares	Sole	2024-07-30
2024-03-31	$417,665	1,205	+42.6%	Shares	Sole	2024-05-01
2023-12-31	$296,518	845	-15.4%	Shares	Sole	2024-01-29
2023-09-30	$306,802	999	-6.5%	Shares	Sole	2023-10-30
2023-06-30	$329,563	1,068	+12.1%	Shares	Sole	2023-07-31
2023-03-31	$272,376	953	-5.8%	Shares	Sole	2023-05-03
2022-12-31	$270,042	1,012	+9.9%	Shares	Sole	2023-02-03
2022-09-30	$236,973	921	-7.3%	Shares	Sole	2022-10-28
2022-06-30	$275,706	993	+3.7%	Shares	Sole	2022-07-27
2022-03-31	$323,066	958	-4.8%	Shares	Sole	2022-05-06
2021-12-31	$417,037	1,006	+3.3%	Shares	Sole	2022-01-31
2021-09-30	$311,602	974	—	Shares	Sole	2021-11-01
No filing history on record for this holder in this stock.