Position in ACN
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$23,299,273
-$12,977,033 QoQ
Shares Held
117,501
-13.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ACN Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026HB Wealth Management, LLC holds $56,835,199 across 18 Information Technology Services names. ACN ranks #1 (41.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACN |
Accenture plc
This page
|
117,501 | $23,299,273 | |
| 2 | IBM |
International Business Machines Corp
|
94,006 | $22,786,114 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
38,107 | $1,787,599 | |
| 4 | SAIC |
Science Applications International Corp
|
18,755 | $1,780,224 | |
| 5 | LDOS |
Leidos Holdings, Inc.
|
8,770 | $1,363,910 | |
| 6 | IT |
Gartner Inc
|
6,753 | $1,069,270 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
|
5,938 | $964,806 | |
| 8 | CDW |
CDW Corp
|
6,451 | $780,700 |
All Filings in ACN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,299,273 | 117,501 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $36,276,306 | 135,208 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $32,976,338 | 133,724 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $24,378,962 | 81,565 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $41,630,504 | 133,414 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $43,914,297 | 124,831 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $43,413,353 | 122,817 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $35,284,459 | 116,293 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $35,178,835 | 101,494 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $35,786,152 | 101,981 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $31,172,279 | 101,502 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $30,450,057 | 98,678 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $28,133,421 | 98,434 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $26,045,718 | 97,608 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $12,271,666 | 47,694 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $10,267,497 | 36,980 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $8,942,327 | 26,517 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $15,867,315 | 38,276 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||