Position in IT
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$7,994,428
+$224,961 QoQ
Shares Held
50,489
+63.9% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 5.617065103289826.ToString("F0")%
Shared 0.ToString("F0")%
None 94.38293489671018.ToString("F0")%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $282,195,200 across 31 Information Technology Services names. IT ranks #4 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
617,749 | $149,736,180 | |
| 2 | ACN |
Accenture plc
|
245,374 | $48,655,210 | |
| 3 | CTSH |
Cognizant Technology Solutions Corp
|
427,701 | $26,239,456 | |
| 4 | IT |
Gartner Inc
This page
|
50,489 | $7,994,428 | |
| 5 | CACI |
Caci International Inc /De/
|
12,542 | $6,821,217 | |
| 6 | FIS |
Fidelity National Information Services, Inc.
|
137,792 | $6,463,822 | |
| 7 | LDOS |
Leidos Holdings, Inc.
|
40,234 | $6,257,191 | |
| 8 | BR |
Broadridge Financial Solutions, Inc.
|
36,977 | $6,008,022 |
All Filings in IT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,994,428 | 50,489 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $7,769,467 | 30,797 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $5,859,635 | 22,291 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $14,133,148 | 34,964 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $12,009,600 | 28,612 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $13,691,122 | 28,260 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $15,205,333 | 30,005 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $11,424,086 | 25,440 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $12,655,588 | 26,550 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $11,263,314 | 24,968 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $8,520,497 | 24,797 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $2,523,740 | 7,747 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||