Position in ACN
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$244,524
-$1,754,635 QoQ
Shares Held
1,965
-80.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,429
of 1,871 holders
Holding Since
Jun 2023
13 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, 2026Portside Wealth Group, LLC holds $3,449,304 across 6 Information Technology Services names. ACN ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPAM |
EPAM Systems, Inc.
|
16,942 | $1,344,347 | |
| 2 | IBM |
International Business Machines Corp
|
4,120 | $1,158,584 | |
| 3 | CDW |
CDW Corp
|
2,346 | $329,941 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
1,957 | $269,556 | |
| 5 | ACN |
Accenture plc
This page
|
1,965 | $244,524 | |
| 6 | VRRM |
VERRA MOBILITY Corp
|
24,083 | $102,352 |
All Filings in ACN
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,524 | 1,965 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,999,159 | 10,082 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $3,632,781 | 13,540 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $3,877,785 | 15,725 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,193,212 | 17,375 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,787,628 | 15,343 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $5,428,471 | 15,431 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $5,927,505 | 16,769 | Shares | Other | 2024-10-31 | |
| 2024-06-30 | $5,010,816 | 16,515 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $6,455,264 | 18,624 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $7,044,869 | 20,076 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $6,689,777 | 21,783 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $6,649,590 | 21,549 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||