Position in ACN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$10,204
-$11,211 QoQ
Shares Held
82
-24.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,756
of 1,875 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACN Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Mascoma Wealth Management LLC holds $249,879 across 7 Information Technology Services names. ACN ranks #3 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
795 | $223,561 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
111 | $15,201 | |
| 3 | ACN |
Accenture plc
This page
|
82 | $10,204 | |
| 4 | CDW |
CDW Corp
|
3 | $421 | |
| 5 | EXLS |
ExlService Holdings, Inc.
|
12 | $310 | |
| 6 | KD |
Kyndryl Holdings, Inc.
|
11 | $124 | |
| 7 | CNDT |
CONDUENT Inc
|
40 | $58 |
All Filings in ACN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,204 | 82 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $21,415 | 108 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $39,976 | 149 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $39,209 | 159 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $84,884 | 284 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $92,051 | 295 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $103,778 | 295 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $100,388 | 284 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $86,168 | 284 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $98,437 | 284 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $99,658 | 284 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $87,219 | 284 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $21,600 | 70 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $43,443 | 152 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $40,559 | 152 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $80,020 | 311 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $89,680 | 323 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $111,285 | 330 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $89,957 | 217 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $24,953 | 78 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $21,547 | 78 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||