Position in WIT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$308,097
+$42,275 QoQ
Shares Held
136,932
+9.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#106
of 296 holders
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WIT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $39,702,704 across 17 Information Technology Services names. WIT ranks #12 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
61,140 | $17,193,179 | |
| 2 | ACN |
Accenture plc
|
83,027 | $10,331,879 | |
| 3 | CACI |
Caci International Inc /De/
|
10,957 | $5,075,939 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
28,117 | $1,093,188 | |
| 5 | IT |
Gartner Inc
|
8,404 | $1,089,326 | |
| 6 | CTSH |
Cognizant Technology Solutions Corp
|
27,126 | $1,050,589 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
|
5,563 | $761,852 | |
| 8 | CDW |
CDW Corp
|
4,288 | $603,064 |
All Filings in WIT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,097 | 136,932 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $265,822 | 125,388 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $281,327 | 99,059 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $212,367 | 80,748 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $235,055 | 77,833 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $259,607 | 84,839 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $308,348 | 87,104 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $298,216 | 46,021 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $252,308 | 41,362 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $233,708 | 40,645 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $223,312 | 40,092 | Shares | Defined | 2024-02-14 | |
| 2021-12-31 | $291,082 | 29,824 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $293,200 | 33,205 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $183,644 | 23,514 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $174,603 | 27,540 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,503,900 | 266,177 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $1,574,481 | 334,996 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||