ACN — ACCENTURE PLC IRELAND

Ownership history in KWB Wealth  ·  2 quarters on record

This page tracks every 13F SEC filing in which KWB Wealth reported a position in ACCENTURE PLC IRELAND (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
0.07% (2025 Q2)
Avg. % of fund
0.06%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,767 +14 +0.8% 0.06% $528K $246.60
2025 Q2 INITIATED 1,753 — — 0.07% $547K $297.40
% of Fund (quarterly)    ACN price (monthly, adj. close)

Other funds also holding ACN

As of 2025 Q4 — sorted by position size

Fairman Group, LLC 18.73% Wishbone Management, LP 3Y 15.47% Hummer Financial Advisory Services Inc 3Y 9.65% Fourth Sail Capital LP 6.14% CSU Producer Resources, Inc. 3Y 7Y 5.21% Navera Investment Management Ltd. 3Y 5.09% Seilern Investment Management Ltd 4.71% Bristol Gate Capital Partners Inc. 3Y 7Y 4.68% GENERATION INVESTMENT MANAGEMENT LLP 3Y 7Y 4.47% MIROVA 3Y 7Y 4.46%
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