Position in ACN
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$7,094,199
+$6,879,651 QoQ
Shares Held
57,009
+5168.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#19
of 178 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ACN Over Time
Shares Held
Position Value (USD)
Derivatives in ACN
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$482,821
PutShares
1,393
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Information Technology Services
Technology · as of Jun 30, 2026Curated Wealth Partners LLC holds $109,036,617 across 13 Information Technology Services names. ACN ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PENG |
Penguin Solutions, Inc.
|
744,658 | $56,601,454 | |
| 2 | IBM |
International Business Machines Corp
|
117,316 | $32,990,431 | |
| 3 | CACI |
Caci International Inc /De/
|
19,158 | $8,875,135 | |
| 4 | ACN |
Accenture plc
This page
|
57,009 | $7,094,199 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
10,117 | $1,393,514 | |
| 6 | KD |
Kyndryl Holdings, Inc.
|
45,003 | $508,983 | |
| 7 | EFOR |
Everforth Inc
|
27,137 | $484,938 | |
| 8 | GLOB |
Globant S.A.
|
15,021 | $434,707 |
All Filings in ACN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,094,199 | 57,009 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $214,548 | 1,082 | Shares | Other | 2026-04-09 | |
| 2025-09-30 | $246,352 | 999 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $294,107 | 984 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $308,919 | 990 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $294,096 | 836 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $279,602 | 791 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $218,151 | 719 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $482,821 | 1,393 | Put | Other | 2024-04-12 | |
| 2023-12-31 | $937,631 | 2,672 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $770,230 | 2,508 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $626,107 | 2,029 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $559,615 | 1,958 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $506,195 | 1,897 | Shares | Other | 2023-01-30 | |
| 2022-09-30 | $452,589 | 1,759 | Shares | Other | 2022-10-14 | |
| 2022-06-30 | $372,327 | 1,341 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $394,221 | 1,169 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $484,608 | 1,169 | Shares | Other | 2022-02-03 | |
| 2021-09-30 | $373,026 | 1,166 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $343,725 | 1,166 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $330,671 | 1,197 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $312,668 | 1,197 | Shares | Other | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||