Position in UIS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$12,497
+$8,564 QoQ
Shares Held
3,415
+79.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#117
of 153 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UIS 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. UIS ranks #27 (0.3% 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
|
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 UIS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,497 | 3,415 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,933 | 1,901 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,030 | 1,098 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,407 | 1,643 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,707 | 3,026 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,763 | 602 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $132 | 21 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||