Caldwell Trust Co

Bank

Position in ACN — Accenture plc

CIK 2080218 Venice, FL

Position in ACN

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$501,244

-$545,132 QoQ

Shares Held

4,028

-23.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,140

of 1,875 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Caldwell Trust Co holds $7,446,630 across 9 Information Technology Services names. ACN ranks #2 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	22,680	$6,377,842
2	ACN	Accenture plc This page	4,028	$501,244
3	FIS	Fidelity National Information Services, Inc.	5,421	$210,768
4	CDW	CDW Corp	990	$139,233
5	BR	Broadridge Financial Solutions, Inc.	993	$135,991
6	CTSH	Cognizant Technology Solutions Corp	1,075	$41,634
7	IT	Gartner Inc	200	$25,924
8	APLD	Applied Digital Corp.	350	$13,055

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$501,244	4,028	-23.7%	Shares	Sole	2026-08-03
2026-03-31	$1,046,376	5,277	-5.2%	Shares	Sole	2026-04-22
2025-12-31	$1,494,162	5,569	-30.6%	Shares	Sole	2026-01-30
2025-09-30	$1,978,718	8,024	-18.8%	Shares	Sole	2025-10-23
2025-06-30	$2,952,136	9,877	-4.8%	Shares	Sole	2025-09-22
2025-03-31	$3,236,166	10,371	-5.4%	Shares	Sole	2025-09-23
2024-12-31	$3,858,080	10,967	-12.5%	Shares	Sole	2025-09-24
2024-09-30	$4,428,397	12,528	+3.5%	Shares	Sole	2025-09-24
2024-06-30	$3,671,564	12,101	-2.0%	Shares	Sole	2025-09-24
2024-03-31	$4,282,019	12,354	+2.4%	Shares	Sole	2025-09-24
2023-12-31	$4,232,325	12,061	+0.5%	Shares	Sole	2025-10-01
2023-09-30	$3,685,320	12,000	+1.2%	Shares	Sole	2025-10-01
2023-06-30	$3,657,598	11,853	-0.0%	Shares	Sole	2025-10-01
2023-03-31	$3,388,277	11,855	-0.1%	Shares	Sole	2025-10-01
2022-12-31	$3,166,056	11,865	-10.2%	Shares	Sole	2025-10-01
2022-09-30	$3,399,962	13,214	+1.3%	Shares	Sole	2025-10-01
2022-06-30	$3,620,278	13,039	-2.6%	Shares	Sole	2025-10-02
2022-03-31	$4,515,172	13,389	+2.9%	Shares	Sole	2025-10-02
2021-12-31	$5,395,782	13,016	+5.7%	Shares	Sole	2025-10-02
2021-09-30	$3,938,215	12,310	+9.4%	Shares	Sole	2025-10-02
2021-06-30	$3,316,387	11,250	+15.5%	Shares	Sole	2025-10-02
2021-03-31	$2,690,122	9,738	+13.9%	Shares	Sole	2025-10-02
2020-12-31	$2,232,561	8,547	-1.7%	Shares	Sole	2025-10-02
2020-09-30	$1,965,434	8,697	+3.1%	Shares	Sole	2025-10-02
2020-06-30	$1,811,162	8,435	+15.7%	Shares	Sole	2025-10-02
2020-03-31	$1,189,838	7,288	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.