Position in IT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,278,348
-$236,958 QoQ
Shares Held
25,292
+13.9% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#148
of 647 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Sendero Wealth Management, LLC holds $3,669,213 across 2 Information Technology Services names. IT ranks #1 (89.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IT |
Gartner Inc
This page
|
25,292 | $3,278,348 | |
| 2 | ACN |
Accenture plc
|
3,141 | $390,865 |
All Filings in IT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,278,348 | 25,292 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $3,515,306 | 22,201 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||