Institute for Wealth Management, LLC.
Position in CTSH — Cognizant Technology Solutions Corp
CIK 1533954
DENVER, CO
Position in CTSH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$156,507
-$131,224 QoQ
Shares Held
4,041
-13.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#660
of 914 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CTSH Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,856,736 across 13 Information Technology Services names. CTSH ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
3,500 | $984,235 | |
| 2 | IT |
Gartner Inc
|
2,161 | $280,108 | |
| 3 | ACN |
Accenture plc
|
1,374 | $170,980 | |
| 4 | CTSH |
Cognizant Technology Solutions Corp
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|
4,041 | $156,507 | |
| 5 | EXLS |
ExlService Holdings, Inc.
|
5,541 | $143,290 | |
| 6 | JKHY |
Jack Henry & Associates Inc
|
588 | $80,991 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
436 | $16,951 | |
| 8 | CDW |
CDW Corp
|
75 | $10,548 |
All Filings in CTSH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156,507 | 4,041 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $287,731 | 4,690 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $394,250 | 4,750 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $332,667 | 4,960 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||