Position in IT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,304,050
-$2,690,378 QoQ
Shares Held
40,920
-19.0% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#123
of 647 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in IT 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. IT ranks #6 (1.8% 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
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|
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 IT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,304,050 | 40,920 | Shares | Sole | 2026-07-15 | |
| 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. | ||||||