SAX WEALTH ADVISORS, LLC

Position in ACN — Accenture plc

CIK 1846150 PARSIPPANY, NJ

Position in ACN

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$342,334

-$255,113 QoQ

Shares Held

2,751

-8.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,289

of 1,875 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $4,073,072 across 4 Information Technology Services names. ACN ranks #3 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	8,550	$2,404,345
2	CACI	Caci International Inc /De/	2,436	$1,128,501
3	ACN	Accenture plc This page	2,751	$342,334
4	BR	Broadridge Financial Solutions, Inc.	1,445	$197,892

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$342,334	2,751	-8.7%	Shares	Sole	2026-07-09
2026-03-31	$597,447	3,013	-5.9%	Shares	Sole	2026-04-08
2025-12-31	$859,364	3,203	+3.1%	Shares	Sole	2026-01-12
2025-09-30	$765,939	3,106	-8.4%	Shares	Sole	2025-10-20
2025-06-30	$1,012,938	3,389	+4.1%	Shares	Sole	2025-07-23
2025-03-31	$1,015,378	3,254	—	Shares	Sole	2025-05-14
No filing history on record for this holder in this stock.