Position in IT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$278,032
-$152,329 QoQ
Shares Held
2,145
-21.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#47
of 121 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $4,664,306 across 50 Information Technology Services names. IT ranks #3 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
6,578 | $1,849,791 | |
| 2 | ACN |
Accenture plc
|
3,110 | $387,003 | |
| 3 | IT |
Gartner Inc
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|
2,145 | $278,032 | |
| 4 | CDW |
CDW Corp
|
1,816 | $255,398 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
1,821 | $249,380 | |
| 6 | JKHY |
Jack Henry & Associates Inc
|
1,680 | $231,398 | |
| 7 | SAIC |
Science Applications International Corp
|
1,302 | $143,748 | |
| 8 | FIS |
Fidelity National Information Services, Inc.
|
3,656 | $142,140 |
All Filings in IT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,032 | 2,145 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $430,361 | 2,718 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $491,183 | 1,947 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $372,222 | 1,416 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $306,397 | 758 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $177,547 | 423 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $205,411 | 424 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $200,673 | 396 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $171,987 | 383 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $131,082 | 275 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $106,910 | 237 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $56,007 | 163 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $36,781 | 105 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $30,948 | 95 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $31,933 | 95 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $19,368 | 70 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $6,286 | 26 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $5,353 | 18 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $7,689 | 23 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||