Position in WIT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$163,408
+$28,865 QoQ
Shares Held
72,626
+14.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#141
of 296 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in WIT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Focus Partners Wealth holds $337,757,715 across 27 Information Technology Services names. WIT ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACN |
Accenture plc
|
995,439 | $123,872,429 | |
| 2 | IBM |
International Business Machines Corp
|
379,720 | $106,781,061 | |
| 3 | CACI |
Caci International Inc /De/
|
117,272 | $54,327,426 | |
| 4 | APLD |
Applied Digital Corp.
|
428,376 | $15,978,424 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
91,569 | $12,540,374 | |
| 6 | GDYN |
Grid Dynamics Holdings, Inc.
|
1,027,656 | $5,837,086 | |
| 7 | CDW |
CDW Corp
|
20,261 | $2,849,507 | |
| 8 | WYY |
Widepoint Corp
|
157,046 | $2,748,305 |
All Filings in WIT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,408 | 72,626 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $134,543 | 63,464 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $269,405 | 94,861 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $225,175 | 85,618 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $289,343 | 95,809 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $185,301 | 60,556 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $206,838 | 58,429 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $122,646 | 18,927 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $58,746 | 10,547 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||