Position in ACN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,027,500
-$342,193 QoQ
Shares Held
40,401
+49.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#478
of 1,875 holders
Holding Since
Dec 2021
19 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 Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $20,907,253 across 6 Information Technology Services names. ACN ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
52,210 | $14,681,974 | |
| 2 | ACN |
Accenture plc
This page
|
40,401 | $5,027,500 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
2,748 | $376,338 | |
| 4 | APLD |
Applied Digital Corp.
|
8,188 | $305,412 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
1,950 | $268,593 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
2,403 | $247,436 |
All Filings in ACN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,027,500 | 40,401 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,369,693 | 27,080 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $7,721,674 | 28,780 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $5,938,867 | 24,083 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,681,600 | 19,009 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,384,874 | 17,257 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $7,324,267 | 20,820 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,327,993 | 20,731 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $6,110,070 | 20,138 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,827,870 | 19,699 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,510,877 | 21,404 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,382,152 | 14,269 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,933,253 | 6,265 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,264,995 | 4,426 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,265,355 | 4,742 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $838,283 | 3,258 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $793,801 | 2,859 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $814,410 | 2,415 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $581,613 | 1,403 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||