Position in IT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$392,489
+$158,446 QoQ
Shares Held
3,028
+423.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#356
of 647 holders
Holding Since
Dec 2023
4 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, 2026MISSION WEALTH MANAGEMENT, LP holds $12,907,797 across 7 Information Technology Services names. IT ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
31,091 | $8,743,100 | |
| 2 | ACN |
Accenture plc
|
13,352 | $1,661,522 | |
| 3 | APLD |
Applied Digital Corp.
|
33,580 | $1,252,534 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
3,159 | $432,625 | |
| 5 | IT |
Gartner Inc
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|
3,028 | $392,489 | |
| 6 | GIB |
Cgi Inc
|
3,347 | $216,115 | |
| 7 | CDW |
CDW Corp
|
1,489 | $209,412 |
All Filings in IT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,489 | 3,028 | Shares | Sole | 2026-07-20 | |
| 2025-06-30 | $234,043 | 579 | Shares | Sole | 2025-08-05 | |
| 2024-03-31 | $234,998 | 493 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $204,803 | 454 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||