Position in IT
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$270,919
-$61,333 QoQ
Shares Held
1,711
+29.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026Rothschild Wealth LLC holds $1,913,804 across 6 Information Technology Services names. IT ranks #5 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
2,404 | $582,705 | |
| 2 | G |
Genpact LTD
|
8,788 | $327,353 | |
| 3 | ACN |
Accenture plc
|
1,538 | $304,970 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
1,787 | $290,351 | |
| 5 | IT |
Gartner Inc
This page
|
1,711 | $270,919 | |
| 6 | III |
Information Services Group Inc.
|
35,809 | $137,506 |
All Filings in IT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $270,919 | 1,711 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $332,252 | 1,317 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||