Crestwood Advisors Group LLC

SEC CIK: 0001426853
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

ACN holding history

Accenture plc in every 13F filed by Crestwood Advisors Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ACN overview All 13F holders of ACN Full Q2 2026 holdings

Shares (Q2 2026): 22,291
Value: $2.77M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of ACN by Crestwood Advisors Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	22,291	$2.77M	<0.1%	−78,898−78.0%	Reduced	Holders
Q1 2026	101,189	$20.1M	0.3%	−40,292−28.5%	Reduced	Holders
Q4 2025	141,481	$38.0M	0.6%	−35,469−20.0%	Reduced	Holders
Q3 2025	176,950	$43.6M	0.7%	−26,039−12.8%	Reduced	Holders
Q2 2025	202,989	$60.7M	1.1%	−5,046−2.4%	Reduced	Holders
Q1 2025	208,035	$64.9M	1.2%	−7,989−3.7%	Reduced	Holders
Q4 2024	216,024	$76.0M	1.4%	+115+0.1%	Added	Holders
Q3 2024	215,909	$76.3M	1.5%	+1,005+0.5%	Added	Holders
Q2 2024	214,904	$65.2M	1.3%	+3,777+1.8%	Added	Holders
Q1 2024	211,127	$73.2M	1.6%	−1,568−0.7%	Reduced	Holders
Q4 2023	212,695	$74.6M	1.7%	+2,456+1.2%	Added	Holders
Q3 2023	210,239	$64.6M	1.7%	+729+0.3%	Added	Holders
Q2 2023	209,510	$64.7M	2.0%	−23,146−9.9%	Reduced	Holders
Q1 2023	232,656	$66.5M	2.2%	−8,694−3.6%	Reduced	Holders
Q4 2022	241,350	$64.4M	2.2%	−4,498−1.8%	Reduced	Holders
Q3 2022	245,848	$63.3M	2.2%	−56,724−18.7%	Reduced	Holders
Q2 2022	302,572	$84.0M	2.8%	+10,520+3.6%	Added	Holders
Q1 2022	292,052	$98.5M	2.8%	+7,227+2.5%	Added	Holders
Q4 2021	284,825	$118.1M	3.1%	−453−0.2%	Reduced	Holders
Q3 2021	285,278	$91.3M	2.6%	+4,917+1.8%	Added	Holders
Q2 2021	280,361	$82.6M	2.4%	+20,142+7.7%	Added	Holders
Q1 2021	260,219	$71.9M	2.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.