ACN ACCENTURE PLC-CL A

Ownership history in DAVIS-REA LTD.  ·  47 quarters on record

This page tracks every 13F SEC filing in which DAVIS-REA LTD. reported a position in ACCENTURE PLC-CL A (ACN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
6.87% (2024 Q1)
Avg. % of fund
3.4%
First filed
2009 Q4
Last filed
2025 Q4
Quarters held
47
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 36,953 -2 -0.0% 2.48% $9.9M $268.30
2025 Q3 ADDED 36,955 +9,856 +36.4% 2.21% $9.1M $246.60
2025 Q2 REDUCED 27,099 -510 -1.8% 2.01% $8.1M $297.40
2025 Q1 ADDED 27,609 +5 +0.0% 2.29% $8.6M $308.96
2024 Q4 REDUCED 27,604 -9,410 -25.4% 4.92% $9.7M $346.84
2024 Q3 REDUCED 37,014 -411 -1.1% 5.69% $13.1M $347.09
2024 Q2 REDUCED 37,425 -6,078 -14.0% 5.68% $11.4M $296.63
2024 Q1 ADDED 43,503 +20,351 +87.9% 6.87% $15.1M $337.55
2023 Q4 REDUCED 23,152 -1,241 -5.1% 4.16% $8.1M $340.50
2023 Q3 REDUCED 24,393 -310 -1.3% 4.06% $7.5M $296.77
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ACN price (monthly, adj. close)
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