Westwood Advisors, L.L.C. ACN — ACCENTURE PLC IRELAND SHS CLAS SHS CLASS A

Ownership history in Westwood Advisors, L.L.C.  ·  2 quarters on record

AI Ownership Summary

Westwood Advisors, L.L.C. reported ACCENTURE PLC IRELAND SHS CLAS SHS CLASS A (ACN) in 2 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ACN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Westwood Advisors, L.L.C.'s position in ACCENTURE PLC IRELAND SHS CLAS SHS CLASS A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ACN stock page Westwood Advisors, L.L.C. fund profile Westwood Advisors, L.L.C. full holdings
How Westwood Advisors, L.L.C. held ACN — position size vs. price
% of Fund (quarterly)    ACN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 0 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ACN

As of 2026 Q1 — sorted by position size

Breakout Capital Partners, LP 19.09% Fairman Group, LLC 14.8% Hummer Financial Advisory Services Inc 3Y 7.14% PROVIDENT TRUST CO 3Y 7Y 5.53% Banque de Luxembourg S.A. 4.46% Seilern Investment Management Ltd 4.09% Value Partners Investments Inc. 3Y 3.91% GUARDCAP ASSET MANAGEMENT Ltd 3Y 7Y 3.9% Bristol Gate Capital Partners Inc. 3Y 7Y 3.73% CSU Producer Resources, Inc. 3Y 7Y 3.69%

FAQ About Westwood Advisors, L.L.C. and ACN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Westwood Advisors, L.L.C. reported owning ACN?

Westwood Advisors, L.L.C. reported ACN across 0 quarterly 13F filings.

What was the largest reported ACN position in Westwood Advisors, L.L.C.'s portfolio?

This page shows the quarter-by-quarter portfolio weight history for ACN in Westwood Advisors, L.L.C..

What is the latest reported ACN position on this page?

The most recent filing on this page is 2012 Q3, when Westwood Advisors, L.L.C. reported 20,650 shares, equal to 3.00% of portfolio, with an estimated market value of $1.4M.

What does the chart on this ACN ownership page compare?

The chart compares Westwood Advisors, L.L.C.'s quarterly ACN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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