ACN — ACCENTURE LTD CL A COM

Ownership history in WINDWARD CAPITAL MANAGEMENT CO /CA  ·  66 quarters on record

AI Ownership Summary

WINDWARD CAPITAL MANAGEMENT CO /CA reported ACCENTURE LTD CL A COM (ACN) in 66 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.05% in 2023 Q4. The latest visible filing shows ACN at 2.52% of the fund.

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 WINDWARD CAPITAL MANAGEMENT CO /CA's position in ACCENTURE LTD CL A COM, 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
2025 Q4

ACN was reported at 2.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.05% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 WINDWARD CAPITAL MANAGEMENT CO /CA fund profile WINDWARD CAPITAL MANAGEMENT CO /CA full holdings
How WINDWARD CAPITAL MANAGEMENT CO /CA held ACN — position size vs. price
% of Fund (quarterly)    ACN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 118,790 -4,110 -3.3% 2.52% $31.9M 2026-02-14 (Est.) $222.34
2025 Q3 REDUCED 122,900 -752 -0.6% 2.42% $30.3M 2025-10-30 $247.15
2025 Q2 REDUCED 123,652 -872 -0.7% 3.14% $37.0M 2025-08-12 $235.87
2025 Q1 REDUCED 124,524 -2,385 -1.9% 3.35% $38.9M 2025-05-13 $318.23
2024 Q4 REDUCED 126,909 -2,627 -2.0% 3.41% $44.6M 2025-01-27 $366.35
2024 Q3 ADDED 129,536 +428 +0.3% 3.49% $45.8M 2024-11-01 $337.94
2024 Q2 REDUCED 129,108 -3,340 -2.5% 3.30% $39.2M 2024-08-06 $310.29
2024 Q1 REDUCED 132,448 -2,447 -1.8% 3.83% $45.9M 2024-05-07 $301.16
2023 Q4 REDUCED 134,895 -421 -0.3% 4.05% $47.3M 2024-01-16 $341.15
57 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

Hummer Financial Advisory Services Inc 3Y 7.14% Seilern Investment Management Ltd 4.09% Asset Management Advisors, LLC 3Y 7Y 3.16% Eldred Rock Partners, LLC 2.64% Atala Financial Inc 1.36% Center for Wealth Management Advisory 1.35% BRADY FAMILY WEALTH, LLC 1.25% AVITY INVESTMENT MANAGEMENT INC. 3Y 7Y 1.14% Bond & Devick Financial Network, Inc. 3Y 1.13% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 1.05%

FAQ About WINDWARD CAPITAL MANAGEMENT CO /CA and ACN

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

How long has WINDWARD CAPITAL MANAGEMENT CO /CA reported owning ACN?

WINDWARD CAPITAL MANAGEMENT CO /CA reported ACN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ACN position in WINDWARD CAPITAL MANAGEMENT CO /CA's portfolio?

The largest reported portfolio weight for ACN was 4.05% in 2023 Q4.

What is the latest reported ACN position on this page?

The most recent filing on this page is 2025 Q4, when WINDWARD CAPITAL MANAGEMENT CO /CA reported 118,790 shares, equal to 2.52% of portfolio, with an estimated market value of $31.9M.

What does the chart on this ACN ownership page compare?

The chart compares WINDWARD CAPITAL MANAGEMENT CO /CA'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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