Evercore Wealth Management, LLC

SEC CIK: 0001482689
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

ACN holding history

Accenture plc in every 13F filed by Evercore Wealth Management, 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): 52,865
Value: $6.58M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of ACN by Evercore Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	52,865	$6.58M	0.1%	−44,116−45.5%	Reduced	Holders
Q1 2026	96,981	$19.2M	0.3%	−35,811−27.0%	Reduced	Holders
Q4 2025	132,792	$35.6M	0.5%	−17,545−11.7%	Reduced	Holders
Q3 2025	150,337	$37.1M	0.5%	−213,209−58.6%	Reduced	Holders
Q2 2025	363,546	$108.7M	1.7%	−11,020−2.9%	Reduced	Holders
Q1 2025	374,566	$116.9M	1.9%	−8,533−2.2%	Reduced	Holders
Q4 2024	383,099	$134.8M	2.0%	−7,499−1.9%	Reduced	Holders
Q3 2024	390,598	$138.1M	2.1%	−5,078−1.3%	Reduced	Holders
Q2 2024	395,676	$120.1M	1.9%	−2,483−0.6%	Reduced	Holders
Q1 2024	398,159	$138.0M	2.2%	+532+0.1%	Added	Holders
Q4 2023	397,627	$139.5M	2.3%	+597+0.2%	Added	Holders
Q3 2023	397,030	$121.9M	2.3%	−1,693−0.4%	Reduced	Holders
Q2 2023	398,723	$123.0M	2.3%	+351+0.1%	Added	Holders
Q1 2023	398,372	$113.9M	2.3%	−853−0.2%	Reduced	Holders
Q4 2022	399,225	$106.5M	2.2%	+1,916+0.5%	Added	Holders
Q3 2022	397,309	$102.2M	2.3%	+1,960+0.5%	Added	Holders
Q2 2022	395,349	$109.8M	2.3%	−1,418−0.4%	Reduced	Holders
Q1 2022	396,767	$133.8M	2.4%	−364−0.1%	Reduced	Holders
Q4 2021	397,131	$164.6M	2.7%	−1,892−0.5%	Reduced	Holders
Q3 2021	399,023	$127.7M	2.3%	−19,318−4.6%	Reduced	Holders
Q2 2021	418,341	$123.3M	2.3%	−1,423−0.3%	Reduced	Holders
Q1 2021	419,764	$116.0M	2.3%	–	–	Holders

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