Position in G
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,062,500
-$3,085,710 QoQ
Shares Held
75,000
-45.7% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#161
of 474 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in G Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $292,427,550 across 39 Information Technology Services names. G ranks #13 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
665,812 | $187,232,992 | |
| 2 | ACN |
Accenture plc
|
292,646 | $36,416,868 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
341,825 | $13,238,882 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
78,904 | $10,868,236 | |
| 5 | CACI |
Caci International Inc /De/
|
12,027 | $5,571,628 | |
| 6 | IT |
Gartner Inc
|
40,920 | $5,304,050 | |
| 7 | LDOS |
Leidos Holdings, Inc.
|
41,666 | $4,290,348 | |
| 8 | BR |
Broadridge Financial Solutions, Inc.
|
29,250 | $4,005,787 |
All Filings in G
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,062,500 | 75,000 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,148,210 | 138,207 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,202,481 | 89,835 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,530,702 | 36,541 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $435,258 | 9,890 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $486,167 | 9,650 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $343,557 | 7,999 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $249,532 | 6,364 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||