Position in ACN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,196,236
-$840,069 QoQ
Shares Held
16,119
+7.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ACN Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $42,248,911 across 24 Information Technology Services names. ACN ranks #3 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
68,432 | $16,587,232 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
67,258 | $10,928,079 | |
| 3 | ACN |
Accenture plc
This page
|
16,119 | $3,196,236 | |
| 4 | CACI |
Caci International Inc /De/
|
3,080 | $1,675,119 | |
| 5 | IT |
Gartner Inc
|
10,449 | $1,654,494 | |
| 6 | G |
Genpact LTD
|
29,827 | $1,111,055 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
19,396 | $909,866 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
5,621 | $874,177 |
All Filings in ACN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,196,236 | 16,119 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,036,305 | 15,044 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $3,885,429 | 15,756 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $4,722,462 | 15,800 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $4,729,590 | 15,157 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $5,232,524 | 14,874 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $3,820,765 | 10,809 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $3,576,900 | 11,789 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $4,886,854 | 14,099 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $4,526,739 | 12,900 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $3,983,830 | 12,972 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $3,849,844 | 12,476 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $2,470,827 | 8,645 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $4,004,201 | 15,006 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $3,797,233 | 14,758 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $4,163,361 | 14,995 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $4,919,511 | 14,588 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $5,606,374 | 13,524 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $3,889,587 | 12,158 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $3,212,916 | 10,899 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $2,928,802 | 10,602 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,454,417 | 5,568 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $1,836,168 | 8,125 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $1,063,937 | 4,955 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $756,710 | 4,635 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||