Position in WIT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,282
-$15,801 QoQ
Shares Held
3,681
-67.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#273
of 296 holders
Holding Since
Mar 2026
2 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, 2026Integrated Wealth Concepts LLC holds $37,590,030 across 51 Information Technology Services names. WIT ranks #41 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
90,463 | $25,439,100 | |
| 2 | ACN |
Accenture plc
|
16,508 | $2,054,255 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
8,743 | $1,197,353 | |
| 4 | CACI |
Caci International Inc /De/
|
2,569 | $1,190,114 | |
| 5 | IT |
Gartner Inc
|
8,898 | $1,153,358 | |
| 6 | UIS |
Unisys Corp
|
202,870 | $742,504 | |
| 7 | LDOS |
Leidos Holdings, Inc.
|
6,015 | $619,364 | |
| 8 | FIS |
Fidelity National Information Services, Inc.
|
15,538 | $604,117 |
All Filings in WIT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,282 | 3,681 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $24,083 | 11,360 | Shares | Other | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||