Position in UIS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$303
+$301 QoQ
Shares Held
83
+8200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#142
of 153 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UIS Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Clearstead Advisors, LLC holds $20,474,433 across 42 Information Technology Services names. UIS ranks #38 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
45,993 | $12,933,691 | |
| 2 | ACN |
Accenture plc
|
45,340 | $5,642,109 | |
| 3 | CACI |
Caci International Inc /De/
|
1,021 | $472,988 | |
| 4 | CDW |
CDW Corp
|
1,603 | $225,445 | |
| 5 | CTSH |
Cognizant Technology Solutions Corp
|
4,498 | $174,207 | |
| 6 | VYX |
NCR Voyix Corp
|
21,149 | $172,787 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
|
1,003 | $137,360 | |
| 8 | WSE |
Wise Group plc
|
7,294 | $86,871 |
All Filings in UIS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303 | 83 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $2 | 1 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $261 | 67 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,006 | 443 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||