Position in IT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,089,326
-$693,424 QoQ
Shares Held
8,404
-25.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#260
of 647 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IT 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. IT ranks #5 (2.7% 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
This page
|
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 IT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,089,326 | 8,404 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,782,750 | 11,259 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $898,369 | 3,561 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,573,675 | 17,399 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,149,439 | 17,687 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $7,575,887 | 18,049 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $8,751,950 | 18,065 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $9,138,403 | 18,033 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $8,089,366 | 18,014 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $8,947,572 | 18,771 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $8,488,085 | 18,816 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,247,611 | 15,272 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,320,508 | 15,188 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,101,656 | 9,521 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $1,692,128 | 5,034 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $864,656 | 3,125 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||