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Modera Wealth Management, LLC

SEC CIK
0001542143
Latest filing
Aug 3, 2026

ACN holding history

Accenture plc in every 13F filed by Modera 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 overviewAll 13F holders of ACNFull Q2 2026 holdings

Shares (Q2 2026)
8,579
Value
$1.07M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ACN by Modera Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,579$1.07M<0.1%−1,043−10.8%ReducedHolders
Q1 20269,622$1.91M<0.1%+1,400+17.0%AddedHolders
Q4 20258,222$2.21M<0.1%+1,558+23.4%AddedHolders
Q3 20256,664$1.64M<0.1%−468−6.6%ReducedHolders
Q2 20257,132$2.13M<0.1%−71−1.0%ReducedHolders
Q1 20257,203$2.25M<0.1%−295−3.9%ReducedHolders
Q4 20247,498$2.64M<0.1%+1,092+17.0%AddedHolders
Q3 20246,406$2.26M<0.1%+343+5.7%AddedHolders
Q2 20246,063$1.84M<0.1%+171+2.9%AddedHolders
Q1 20245,892$2.04M<0.1%+94+1.6%AddedHolders
Q4 20235,798$2.03M<0.1%−305−5.0%ReducedHolders
Q3 20236,103$1.87M<0.1%+242+4.1%AddedHolders
Q2 20235,861$1.81M<0.1%+1,891+47.6%AddedHolders
Q1 20233,970$1.13M<0.1%+346+9.5%AddedHolders
Q4 20223,624$967.0K<0.1%−297−7.6%ReducedHolders
Q3 20223,921$1.01M0.1%−377−8.8%ReducedHolders
Q2 20224,298$1.19M0.1%−226−5.0%ReducedHolders
Q1 20224,524$1.53M0.1%−4,588−50.4%ReducedHolders
Q4 20219,112$3.78M0.1%+5,585+158.3%AddedHolders
Q3 20213,527$1.13M0.1%−22−0.6%ReducedHolders
Q2 20213,549$1.05M0.1%+14+0.4%AddedHolders
Q1 20213,535$976.0K0.1%––Holders

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