Position in G
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$253,632
+$41,738 QoQ
Shares Held
9,223
+106.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#313
of 474 holders
Holding Since
Sep 2020
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in G Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $39,702,704 across 17 Information Technology Services names. G ranks #13 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
61,140 | $17,193,179 | |
| 2 | ACN |
Accenture plc
|
83,027 | $10,331,879 | |
| 3 | CACI |
Caci International Inc /De/
|
10,957 | $5,075,939 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
28,117 | $1,093,188 | |
| 5 | IT |
Gartner Inc
|
8,404 | $1,089,326 | |
| 6 | CTSH |
Cognizant Technology Solutions Corp
|
27,126 | $1,050,589 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
|
5,563 | $761,852 | |
| 8 | CDW |
CDW Corp
|
4,288 | $603,064 |
All Filings in G
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,632 | 9,223 | Shares | Defined | 2026-08-17 | |
| 2021-09-30 | $211,894 | 4,460 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $231,374 | 5,093 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $232,855 | 5,438 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $285,053 | 6,892 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $266,495 | 6,842 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||