Position in IT
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$2,770,368
-$451,534 QoQ
Shares Held
21,373
+5.0% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Corient Private Wealth LLC holds $317,270,378 across 31 Information Technology Services names. IT ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
454,375 | $127,774,792 | |
| 2 | ACN |
Accenture plc
|
666,070 | $82,885,750 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
451,333 | $61,810,053 | |
| 4 | CACI |
Caci International Inc /De/
|
24,281 | $11,248,415 | |
| 5 | CDW |
CDW Corp
|
40,277 | $5,664,556 | |
| 6 | IT |
Gartner Inc
This page
|
21,373 | $2,770,368 | |
| 7 | CNXC |
Concentrix Corp
|
121,597 | $2,724,380 | |
| 8 | EXLS |
ExlService Holdings, Inc.
|
104,152 | $2,693,370 |
All Filings in IT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,770,368 | 21,373 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $3,221,902 | 20,348 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $5,010,280 | 19,860 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $5,590,717 | 21,268 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $25,627,951 | 63,401 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $26,073,827 | 62,119 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $58,977,439 | 121,736 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $60,900,896 | 120,177 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $25,864,508 | 57,597 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $20,665,551 | 43,354 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $18,301,531 | 40,570 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $14,507,900 | 42,222 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $12,517,976 | 35,734 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $8,390,856 | 25,757 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $2,272,977 | 6,762 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||