Connecticut Wealth Management, LLC

Position in ACN — Accenture plc

CIK 1689829 FARMINGTON, CT

Position in ACN

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

Position Value

$592,085

-$475,706 QoQ

Shares Held

4,758

-11.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,071

of 1,875 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Connecticut Wealth Management, LLC holds $5,101,545 across 4 Information Technology Services names. ACN ranks #2 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	14,288	$4,017,928
2	ACN	Accenture plc This page	4,758	$592,085
3	IT	Gartner Inc	2,230	$289,052
4	CTSH	Cognizant Technology Solutions Corp	5,228	$202,480

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$592,085	4,758	-11.6%	Shares	Sole	2026-07-29
2026-03-31	$1,067,791	5,385	-14.7%	Shares	Sole	2026-05-01
2025-12-31	$1,693,509	6,312	-39.7%	Shares	Sole	2026-02-12
2025-09-30	$2,583,135	10,475	+35.9%	Shares	Sole	2025-11-13
2025-06-30	$2,304,441	7,710	-3.8%	Shares	Sole	2025-08-14
2025-03-31	$2,501,624	8,017	-0.4%	Shares	Sole	2025-05-15
2024-12-31	$2,831,909	8,050	+2.2%	Shares	Sole	2025-02-18
2024-09-30	$2,783,301	7,874	-0.7%	Shares	Sole	2024-11-13
2024-06-30	$2,405,737	7,929	+4.4%	Shares	Sole	2024-08-13
2024-03-31	$2,632,849	7,596	+0.2%	Shares	Sole	2024-05-01
2023-12-31	$2,659,546	7,579	+224.4%	Shares	Sole	2024-02-06
2023-09-30	$717,408	2,336	+81.9%	Shares	Sole	2023-10-19
2023-06-30	$396,216	1,284	+43.3%	Shares	Sole	2023-07-25
2023-03-31	$256,085	896	+7.2%	Shares	Sole	2023-04-18
2022-12-31	$223,078	836	0.0%	Shares	Sole	2023-01-17
2022-09-30	$215,102	836	+1.7%	Shares	Sole	2022-11-02
2022-06-30	$228,228	822	-0.6%	Shares	Sole	2022-07-12
2022-03-31	$278,889	827	+0.1%	Shares	Sole	2022-04-18
2021-12-31	$342,418	826	-0.1%	Shares	Sole	2022-01-24
2021-09-30	$264,573	827	+5.5%	Shares	Sole	2021-11-02
2021-06-30	$231,115	784	-43.5%	Shares	Sole	2021-07-29
2021-03-31	$383,435	1,388	-7.8%	Shares	Sole	2021-05-12
2020-12-31	$393,382	1,506	-11.2%	Shares	Sole	2021-01-29
2020-09-30	$383,279	1,696	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.