Position in ACN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$28,372
-$21,002 QoQ
Shares Held
228
-8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,671
of 1,875 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in ACN Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $5,030,308 across 10 Information Technology Services names. ACN ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
17,203 | $4,837,655 | |
| 2 | FIS |
Fidelity National Information Services, Inc.
|
1,496 | $58,164 | |
| 3 | APLD |
Applied Digital Corp.
|
1,116 | $41,626 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
400 | $41,188 | |
| 5 | ACN |
Accenture plc
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|
228 | $28,372 | |
| 6 | BBAI |
BigBear.ai Holdings, Inc.
|
3,910 | $14,349 | |
| 7 | INOD |
Innodata Inc
|
50 | $3,779 | |
| 8 | CDW |
CDW Corp
|
20 | $2,812 |
All Filings in ACN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,372 | 228 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $49,374 | 249 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $123,149 | 459 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $54,005 | 219 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $65,456 | 219 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $68,336 | 219 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||