Position in ACN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,837,231
+$263,847 QoQ
Shares Held
30,836
+71.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#537
of 1,883 holders
Holding Since
Jun 2020
22 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, 2026Summit Trail Advisors, LLC holds $46,434,939 across 27 Information Technology Services names. ACN ranks #3 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSE |
Wise Group plc
|
783,942 | $9,336,749 | |
| 2 | IBM |
International Business Machines Corp
|
29,347 | $8,252,669 | |
| 3 | ACN |
Accenture plc
This page
|
30,836 | $3,837,231 | |
| 4 | CDW |
CDW Corp
|
22,801 | $3,206,732 | |
| 5 | VYX |
NCR Voyix Corp
|
357,120 | $2,917,670 | |
| 6 | CACI |
Caci International Inc /De/
|
5,331 | $2,469,639 | |
| 7 | G |
Genpact LTD
|
64,778 | $1,781,395 | |
| 8 | BR |
Broadridge Financial Solutions, Inc.
|
12,986 | $1,778,432 |
All Filings in ACN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,837,231 | 30,836 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,573,384 | 18,021 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,947,988 | 18,442 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,528,315 | 18,363 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,845,006 | 16,210 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,780,676 | 12,116 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $3,431,359 | 9,754 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,185,213 | 6,182 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,544,660 | 5,091 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,980,182 | 5,713 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,777,359 | 5,065 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,453,858 | 4,734 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,318,253 | 4,272 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $644,787 | 2,256 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $426,944 | 1,600 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $412,194 | 1,602 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $431,468 | 1,554 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $506,856 | 1,503 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $409,575 | 988 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $266,493 | 833 | Shares | Sole | 2021-11-16 | |
| 2020-09-30 | $583,958 | 2,584 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $324,871 | 1,513 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||