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EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

ACN holding history

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

ACN overviewAll 13F holders of ACNFull Q2 2026 holdings

Shares (Q2 2026)
128,055
Value
$15.9M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of ACN by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026128,055$15.9M0.1%+48,790+61.6%AddedHolders
Q1 202679,265$15.7M0.1%+3,158+4.1%AddedHolders
Q4 202576,107$20.4M0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202581,142$24.3M0.2%+8,087+11.1%AddedHolders
Q1 202573,055$22.8M0.2%+48,120+193.0%AddedHolders
Q4 202424,935$8.77M0.1%−7,032−22.0%ReducedHolders
Q3 202431,967$11.3M0.1%+7,151+28.8%AddedHolders
Q2 202424,816$7.53M0.1%−2,381−8.8%ReducedHolders
Q1 202427,197$9.43M0.1%+224+0.8%AddedHolders
Q4 202326,973$9.47M0.1%+449+1.7%AddedHolders
Q3 202326,524$8.15M0.1%+16,524+165.2%AddedHolders
Q2 202310,000$7.95M0.1%−15,067−60.1%ReducedHolders
Q1 202325,067$7.16M0.1%−2,553−9.2%ReducedHolders
Q4 202227,620$7.37M0.1%−387−1.4%ReducedHolders
Q3 202228,007$7.21M0.2%+20,727+284.7%AddedHolders
Q2 20227,280$2.02M<0.1%+270+3.9%AddedHolders
Q1 20227,010$2.36M0.1%−208−2.9%ReducedHolders
Q4 20217,218$2.99M0.1%+1,312+22.2%AddedHolders
Q3 20215,906$1.89M0.1%+302+5.4%AddedHolders
Q2 20215,604$1.65M<0.1%+127+2.3%AddedHolders
Q1 20215,477$1.51M<0.1%––Holders

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