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Livermore
Livermore
ZHEN

Ascent Wealth Partners, LLC

SEC CIK
0001546865
Latest filing
Jul 31, 2026

ACN holding history

Accenture plc in every 13F filed by Ascent Wealth Partners, 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)
2,445
Value
$304.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ACN by Ascent Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,445$304.3K<0.1%00.0%UnchangedHolders
Q1 20262,445$484.8K0.1%−31,884−92.9%ReducedHolders
Q4 202534,329$9.21M1.1%−714−2.0%ReducedHolders
Q3 202535,043$8.64M1.0%−995−2.8%ReducedHolders
Q2 202536,038$10.8M1.3%−2,897−7.4%ReducedHolders
Q1 202538,935$12.1M1.6%+2,666+7.4%AddedHolders
Q4 202436,269$12.8M1.7%−178−0.5%ReducedHolders
Q3 202436,447$12.9M1.8%−475−1.3%ReducedHolders
Q2 202436,922$11.2M1.6%−226−0.6%ReducedHolders
Q1 202437,148$12.9M1.9%+336+0.9%AddedHolders
Q4 202336,812$12.9M2.1%+245+0.7%AddedHolders
Q3 202336,567$11.2M2.1%−299−0.8%ReducedHolders
Q2 202336,866$11.2M2.0%+2,970+8.8%AddedHolders
Q1 202333,896$9.54M1.9%+783+2.4%AddedHolders
Q4 202233,113$8.83M1.9%+70.0%AddedHolders
Q3 202233,106$8.52M2.0%−2,836−7.9%ReducedHolders
Q2 202235,942$9.96M2.2%−386−1.1%ReducedHolders
Q1 202236,328$12.3M2.3%+2,125+6.2%AddedHolders
Q4 202134,203$14.2M2.5%−2,025−5.6%ReducedHolders
Q3 202136,228$11.6M2.2%−553−1.5%ReducedHolders
Q2 202136,781$10.8M2.1%−777−2.1%ReducedHolders
Q1 202137,558$10.4M2.3%––Holders

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