Position in ACN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$79,019
+$27,266 QoQ
Shares Held
635
+143.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,563
of 1,851 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $703,931 across 37 Information Technology Services names. ACN ranks #2 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
531 | $149,322 | |
| 2 | ACN |
Accenture plc
This page
|
635 | $79,019 | |
| 3 | G |
Genpact LTD
|
2,395 | $65,862 | |
| 4 | IT |
Gartner Inc
|
484 | $62,736 | |
| 5 | KD |
Kyndryl Holdings, Inc.
|
3,868 | $43,747 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
|
309 | $42,317 | |
| 7 | CDW |
CDW Corp
|
289 | $40,644 | |
| 8 | JKHY |
Jack Henry & Associates Inc
|
269 | $37,052 |
All Filings in ACN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,019 | 635 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $51,753 | 261 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $129,588 | 483 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $62,883 | 255 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $16,737 | 56 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $15,602 | 50 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,442 | 24 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,009 | 17 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,461 | 18 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,852 | 14 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,807 | 8 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,456 | 8 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,468 | 8 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,429 | 12 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,134 | 8 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||