Position in ACN
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$393,207
-$208,033 QoQ
Shares Held
1,983
-11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACN Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026Ascentis Wealth Management, LLC holds $3,661,797 across 6 Information Technology Services names. ACN ranks #2 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
11,825 | $2,866,257 | |
| 2 | ACN |
Accenture plc
This page
|
1,983 | $393,207 | |
| 3 | LDOS |
Leidos Holdings, Inc.
|
2,440 | $379,468 | |
| 4 | IT |
Gartner Inc
|
99 | $15,675 | |
| 5 | VNET |
VNET Group, Inc.
|
747 | $6,267 | |
| 6 | JZ |
Jianzhi Education Technology Group Co Ltd
|
1,083 | $923 |
All Filings in ACN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $393,207 | 1,983 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $601,240 | 2,241 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $435,481 | 1,766 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $440,541 | 1,474 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $423,731 | 1,358 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $471,375 | 1,340 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $436,882 | 1,236 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||