Position in WSE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$86,871
New position
Shares Held
7,294
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#163
of 206 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Information Technology Services
Technology · as of Jun 30, 2026Clearstead Advisors, LLC holds $20,474,433 across 42 Information Technology Services names. WSE ranks #8 (0.4% 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
This page
|
7,294 | $86,871 |
All Filings in WSE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,871 | 7,294 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||